We do everything your financial advisor should be doing (but doesn’t) - and more.
Imagine a life where you are not stressed about money. You are financially healthy, and you have a plan to make work optional so you can pursue your passions.
Picture yourself feeling physically and mentally healthy, a result of intentional, positive habits, and living a life full of purpose.
Who We Serve
We are Fee-Only Financial Advisors & well-being coaches serving EVERYONE who wants clarity and ease in every area of their wealth.
What Do We Do?
We take a comprehensive approach, assessing where you are in all areas of your life, and create a plan for wealth - financially, physically, and mentally.
Vision
Our vision is to empower you to live the life of your dreams in an optimal state of financial, physical, and mental well-being.
About Us
Why Choose Us?
A Partner and Coach with Your Well-being in Mind
Remove the haze around your finances
Support for living an authentic life that is aligned with your values
Live a wealthy and healthy lifestyle
Expertise and Experience
10+ Years of industry experience
Highly Credentialed. Anybody can be called a financial advisor or coach, but not everyone is a CERTIFIED FINANCIAL PLANNER™ practitioner. Becoming one takes on average 18-24 months, requiring rigorous education, exams, experience, and a strong ethical foundation. All of our advisors hold their CFP® certification.
Someone You Can Grow With
I walk the walk. Everything I recommend, I’ve tested myself—because this service was born from my own journey to well-being. I’m in this for the long run, continually evolving and earning my fees by finding new ways to serve you better.
What Makes Wealth Being Different?
Transparent Fees. No Minimums.
I built this firm to be Fee-Only because integrity matters. That means we NEVER earn commissions from selling products, so every recommendation we make is based on what’s truly best for you.
No hidden fees. No account minimums. Our goal is to provide guidance to anyone who needs it, regardless of their starting point. We offer flexible pricing—either a simple monthly subscription or a percentage of assets—so you can get the help you need, when you need it.
Connecting All Areas Of Your Life
Your financial health and well-being aren’t separate—and we don’t treat them that way. We bring them together, helping you thrive financially, physically, and mentally. Think of us as your financial quarterback, accountability partner, and second set of eyes—offering unbiased advice and keeping you on track toward your goals.
ongoing coaching
Managing your finances and health can be hard. Whether you need guidance on your financial, physical, or mental well-being, we're always here to talk. And if we don't have the answer, we'll help you find it. You're no longer alone on your journey to Financial Independence.
Investment Management
We offer full service investment management with strategic and tactical investments, dynamic asset allocation, and alternative investments for high-net-worth individuals.
Everything traditional Financial Planning offers, but more. In addition to goal planning, budgeting and debt management, we help cultivate healthy money habits and create a plan for being financially, physically, and mentally wealthy.
Wealth Planning
How We Help
Research & Ideas
Explore to learn how to cultivate your Financial, Physical, and Mental well-being.