Mindful Money is a Financial Education and Financial Coaching company dedicated to middle class wealth building. Jonathan DeYoe started Mindful Money to help those who do not meet traditional advisor's account minimums. 100% of our profits go toward expanding access to basic financial education and bridging the wealth gap. People who buy our programs keep them free for those who cannot afford them and our profits go towards investing in black and brown owned businesses and providing scholarships for first-in-family college students. When you are ready, there are 3 ways we can help. 1. Financial Education: You want to do it yourself, but you want to do it better. Choose from 18 topic specific modules, grab a life-stage bundle, and/or create a DIY Financial Plan. 2. Financial Coaching: You want to implement yourself, but you want support and you have questions. In the Mindful Retirement Review Workshop we help you create/review your retirement plan and we meet with our Membership group monthly for ongoing support. 3. Wealth Management: You want it done for you. Mindful Money partners with advisors at EP Wealth to provide comprehensive financial planning and customized tax-sensitive portfolio management.
Fruition Advisors LLC provides comprehensive financial planning and investment management services including: cash flow & budgeting, saving & investing, retirement planning, insurance analysis, education planning, employee benefits, real estate planning, tax planning, estate planning, and charitable giving. Fruition Advisors LLC is a fee-only firm. We don't sell any products or receive any commissions. As a fiduciary, we always act in our clients' best interests. Our investment minimum is $1,000,000 and we don't offer financial advice on an hourly basis.
We help manage the financial affairs of a select group of families and individuals. Our financial planning services are designed to help clients articulate their dreams and aspirations through personal attention and advice. We apply a low-cost academic approach to managing investments.
Arete Wealth Strategists is a fee only financial advisory firm offering financial planning and investment management services for executives and business owners. We bring bring strategy, structure, clarity and confidence to your financial life and keep it that way. We are a wealth management firm that takes a holistic view of your financial situation with an emphasis on helping you meet your life goals. We align with clients who see the purpose of money as a means to enhance their own and their families' well-being. We view our success as maximizing your return on life, not simply your return on investment. Why Choose Us? - We specialize in the needs of small business owners - High-touch, limited number of engagements (you'll deal with the same people throughout your engagement) - We are your fiduciary and thus legally obligated to put your best interests first - Credentialed and experienced - Innovative, flexible and tailored investment philosophy - Cutting-edge technology to save you time, increase accessibility & reduce our carbon footprint
During these uncertain times, we're here for you - ready to listen, support and navigate this together. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
