As Seen In
100% digital because that's how it should be.
Investment management through Altruist
A planning experience you'll understand, because you deserve it.
Financial Dashboard through RightCapital
No more guessing if you're on the right path.
Cash management through Flourish
An insurance salesman
Unreachable
Transactional
Commission-based
Your average financial advisor is...
Fee-only
We're a fee only firm meaning we don't sell any products. However, Insurance is an important part of your plan so we make the recommendations and use trusted brokers to find the best carriers and prices.
Available when life happens
When's the last time you've heard from your advisor? Our clients have access to us whenever they need anything outside our normal meeting cadence. We intentionally limit our client list so that you get the attention you deserve
Planning not products
The last thing you want your financial advisor to be is transactional. We partner with our clients and focus on advice for life. Planning is meant to be fluid, adapting to your life changes.
Fiduciary
We avoid conflicts of interests at all costs. We believe financial advice should always be in the best interests of you. We're fiduciaries so we're required by law to always put your interests ahead of our own
At WealthBound, we are
Personalized Advice
Everyone's path to wealth looks different. We work exclusively with young professionals to create the best path for you.
How to get started
01
Schedule a free get to know you call
We'll take some time to review your current financial situation and answer any questions you have. We'll find out right away if we are the right advisor for you. If we're not, we'll make sure to point you in the right direction to one of the trusted advisors in our network
02
Determine which services will add the most value
We'll discuss whether it makes sense to engage in ongoing planning or a one-time financial plan. Take your time to think about it, we hope we're the last advisor you hire
03
Begin the onboarding process
We'll begin the onboarding process which starts with a conversation about you, your goals, and what got you to this point.
