honest, sound advice
We provide fee-only, comprehensive financial planning services to help individuals and young families across the nation prepare for tomorrow, starting today.
No matter who you are, young or old, a recent college graduate or a retiree, everyone wants their money to work for them. Not the other way around.
Just as we wish for good mental and physical health, the majority of people also desire to have good financial health. What do all three of these desires have in common? They each require time, effort, and patience. We are here to lead you each step of the way.
Not a fiduciary
Results for shareholders
Twenty Fifty Capital
No account minimums
No hidden fees
Results for you
Fiduciary and always on your side
We are bound ethically and legally to act in your best interest.
No commissions or hidden fees
Our pricing is straight forward and easy to understand. There is no upselling nor any product pushing.
Get started with any amount
Everyone starts somewhere. We work with everyone from those at the starting gate to those nearing the finish line.
Financial planning takes the guesswork out of managing your finances and helps you understand the implications of each financial decision you make.
Everyone has different goals, so it’s important to have a unique plan that works for you and your financial situation, both now and in the future.
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