Financial Education.
Sophisticated Advice.
Investment Management.*

*Without the sales or high fees.

We're a financial planning firm that puts you first. Enter your email to get our one page planning guide and begin simplifying your financial life.

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about us

A different kind of financial advisor.

Fiduciaries

We are fiduciaries. We are legally required to make decisions and use products that are in your best interest.

Fee-only

We are fee-only – that means we will not make money from selling you products...or any other way!

Focused on you

We are a small Firm on purpose; we want close relationships with all of our clients. You will never feel like you are ‘just a number.’ It's the only way to serve you well!

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OUR PROCESS

The Latest Technology

Innovate Wealth uses the latest technology to make your life easier!  We’ve eliminated as much paperwork as possible and created a cloud-based platform to interact securely with our clients.

An image of some of the technology Innovate Wealth uses.
An image of some of the technology Innovate Wealth uses.
An image of some of the technology Innovate Wealth uses.

Most Americans aren't prepared.
Are you?

60%
Over 60% of Americans have less than $1,000 in liquid savings.
30%
Nearly 30% of Americans don’t have an emergency fund.
43%
43% of Americans have not ‘spoken to anyone’ about retirement planning.
48%
48% of those with a financial plan report living comfortably, compared to 22% without.
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Blog

Our Latest Articles

Markets

R.I.P. Bull Market

It's appropriate and logical that bull markets are book-ended by surreal and sometimes scary events. The bull market that was born in March of 2009, when the world was immersed in the Great Financial Crisis, ended this week. She was 11 years old. The one before that...

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Fees

Happy New Year! (with Fee Changes)

Happy New Year! Emerging into a new year and decade, we’re always seeking ways to remain innovative and keep pace with a rapidly changing wealth management industry. I started the Firm with the idea that clients can still be the centerpiece and sole priority of a...

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Fiduciary

5 Things to Look For When Hiring an Adviser

The following is the transcript of an interview I gave with Tyler Gallagher, the Founder and CEO of Regal Assets, that was published in Authority magazine. I thought the subject was important enough that I re-post it here. I've made it shorter, but the full...

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Frequently Asked Questions

What is fiduciary management and why should I care?

Fiduciary means Innovate Wealth must do what's legally in your best interest. Most Wall Street firms do not abide by that rule. Why would you work with them?

What if I don't have a lot of money to invest?

We don't have investment minimums. Investments are just a small piece of financial planning, and we offer the same quality financial services to everyone, no matter the size of your bank account.

What can we expect if we work with you?

Every person is different so your plan will be customized to your life, but here is a sample structure of the first 12 months.

What is fee only?

It means we'll charge you one fee and that's all you'll pay us. This matters. Advisors get paid in many ways, including kickbacks on selling products to you. It's not the fee you see that should worry you, it's the one you don't see.

Is my money safe?

Innovate Wealth will never take custody of your money. If we are managing your investments, your money will always be placed with a qualified custodian.

How much is it?

Details here!

How do you invest?

Glad you asked, click here!

Where are you located?

We are fully virtual. Yes we have a location, but we work with clients all over the country, no matter where we sit. If you're comfortable working virtually with our online tools, we'd love to work with you and will likely have other clients nearby!

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Contact Us

Our services are tailored to your needs! If your question hasn’t been answered, ask it here and we’ll be sure to get back to you
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