Stoic Wealth Advisors

Provide a personalized, professional relationship. Quick turnaround time for communication. Providing fiduciary services. Not product-focused but product-agnostic. Estate Planning, Financial Planning, Investment Management. Work closely with healthcare workers. We want to make sure that our meetings are client-focused, that we listen, and that we provide gentle guidance throughout the process. Building trust. They’re interviewing us as well.

Consultations include our understanding of the situation and making recommendations based on their level of need. We will do a deep dive together with the client to better understand their needs.

Currently, we receive more folks who have not worked with a Financial Advisor before. 80-90% do not currently have a Financial Advisor. Ages range between 18 and 70.

This is a big step, going with a Financial Advisor. We thank them for calling and making the leap to trust us with their financial needs.

We do not have contracts. We have consultations (to meet), then at the second meeting we may have them bring their statements so that we can run the numbers and see how we can help them.

It’s crucial that you trust your Financial Advisor to prioritize YOU. We are communicative, and we deliver. It’s our standard. We don’t want the clients to feel intimidated; we want them to feel comfortable speaking with us