“We provide expert investment advice to anyone who wants counsel — no matter the amount of assets."
We are dedicated financial professionals committed to guiding you towards achieving your financial aspirations.
Until recently, financial planning was only available to clients with an ultra-high net worth. With our Hourly Financial Planning service, clients only pay for what they need, allowing us to transform their finances to transform their lives.
Our Goal
Being qualified, independent, fiduciary, and a CERTIFIED FINANCIAL PLANNER(TM) for all those individuals looking for a second opinion to manage their finances better. We understand that financial planning can be tailored to your reality, giving you greater financial freedom.
Our business model
Our service does not rely on managing assets alone. We provide services for high-net-worth individuals and those at the initial stage of building their assets.
We provide a service guarantee for Hourly Financial Planning solutions, where if we cannot add value above the amount you paid us for fees, we will refund your money.
We strive to provide the same high-quality service to everyone.
Our Mission
We empower individuals and organizations to achieve financial security and peace of mind through personalized financial planning, prioritizing their interests under a fiduciary approach.
Our Vision
To become the vanguard in financial planning, leading the way in providing innovative solutions for people and organizations going through life transitions or financial challenges, giving them the confidence and peace of mind they need to achieve their goals.
Since we offer hourly financial planning services as well as portfolio management, our client base is very varied. We receive numerous financial questions from high-earning professionals in Florida, California and Texas.
We offer bilingual services in English and Spanish for your convenience.
When you are ready, we provide a no-obligation introductory consultation.
CFP(®), Fundador & CEO
VP Customer Experience
VP Business Development
VP Research, Strategy & Operations
Compliance Manager
Customer Experience Leader
Business Development
CFP(r), Fundador & CEO
VP Customer Experience
VP Business Development
VP Research, Strategy & Operations
Compliance Manager
Marketing Development Manager
Customer Experience Leader
Business Development
