Not your grandpa’s financial advisor.
We focus on the key financial needs of Gen Y (“millennials”) and Gen Z (“zoomers”) by helping you navigate things like budgeting, changing jobs, buying a home, paying down debt, getting married, starting a family, relocating, pursuing higher education, and planning and saving for retirement.
We’ll simplify, demystify, streamline, and automate the money part so you can get back to focusing on living a fulfilling life.
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Understanding
We’re young professionals helping young professionals. We understand your hurdles because we have those same hurdles. No one here has any gray or white hairs (yet!).
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Fiduciary Duty
Legally obligated to act in your best interests at all times. No exceptions!
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Fee-Only
Advice you can trust. Fully independent and fee-only. No sales commissions, referral fees, conflicts of interest, or “investment opportunities.”
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Convenience
Virtual meetings to meet you where you are. Access to financial help shouldn’t be location-dependent.
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Modern Tech
Modern technology for modern expectations. Only the best and brightest pieces of financial technology, with a fully digital onboarding process to save you time and effort, as well as secure, cloud-based file storage. No binders or boxes of paperwork required.
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No Minimums
We believe everyone should have access to robust, human-centric financial planning, not just the wealthy. No matter how small your investable assets, we have solutions for you.
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Transparency
No opaque, black-box portfolios and products from days past. As a client, you have access to every aspect of your account anytime you want via intuitive web interfaces and mobile apps.
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Personalized
Custom tailored solutions every step of the way that are as dynamic as your day-to-day life. We work to understand your circumstances, goals, and values to provide recommendations to match. No one-size-fits-all plans and portfolios like you’d get from a robo-advisor or a big, traditional firm.
Are You…
Uncertain about your current financial well-being and financial future?
Making big life changes like relocating or changing jobs?
Saving for a house or your child’s college expenses?
Hoping to reduce taxes?
Knowing you need to take advantage of your employer’s retirement account but don’t know how?
Putting off investing for retirement?
Stressed about student loans or credit card debt?
Services
Financial Planning
The ongoing process of identifying and analyzing your ever-evolving circumstances, goals, and values, and translating those into actionable recommendations, targets, and strategies. Examples include cash flow analysis, tax planning, risk management, investing, benefits analysis, education planning, and more.
Investment Management
Portfolio construction is our bread and butter. We’ll design, implement, and manage a diversified investment portfolio that aligns with your needs to help you achieve your financial objectives.
Portfolio Review
Want to get a professional set of eyes on your current investments or just a second opinion on another advisor’s recommendations? A one-time project portfolio review can give you peace of mind.
66% of Gen Z and Millenials report they’re anxious about their finances.
– Northwestern Mutual, 2022
Other Firms
$250k+ minimums
Commissions
Hidden fees
Not a fiduciary
Pen and paper
Old tech
No fractional shares
Exian Capital
No minimums
No commissions
No hidden fees
Digital
Modern tech
Fractional shares