Flat Fee
Financial Advisor
for Millennials
Get a plan, get on track, and grow your wealth. No account minimums required.
Reach Your Financial Goals Faster
Got big plans for your financial future? You deserve a partner to help you get there, even if your portfolio is still small. Unfortunately, most young professionals don’t meet the minimum investment requirement for a traditional financial advisory firm. We charge a cost effective flat fee so we can help people get started in their investing journey.
How We’re Different
No Account Minimums
Flat Retainer Fee
Portfolio Management Included
Our Mission
We believe that everyone deserves help with financial planning, investing, and money decisions. Not just the top 1%. We’re on a mission to bring financial advisory services to young professionals who want to start building wealth, but who don’t meet the minimum portfolio requirements of the traditional advisors.
Our Flat Fee Financial Services
-
Financial Planning
-
Mindful Spending
-
Portfolio Management
-
Money Matters
