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A better way to approach your financial plan

As Seen In

Financial Planning Designed for Millennials

100% digital because that's how it should be. 

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Investment management through Altruist

A Financial Planning firm designed for professionals in their 20's, 30's, and 40's.

Financial Planning through RightCapital

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Finally, a planning experience you'll actually enjoy

Cash management through Flourish

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An insurance salesman

Unreachable

Transactional

Commission-based

Your average financial advisor is...

Fee-only

Available when life happens

Planning not products

Fiduciary

At WealthBound, we are

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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 consultation

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.

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Contact us today with no obligations

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