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What we do

Modern Wealth

You're here because you’re looking for a financial advisor, someone you can rely on for expert financial advice. You’re also either thinking of becoming an entrepreneur or you’ve already built a successful business. But how do you continue to scale the right way while making smart personal wealth choices? What's your business actually worth? Will it have enough transferrable value to fund your retirement or next venture? What's your Exit Plan?

As a real fiduciary, we’ve designed our EVOKE® process specifically for entrepreneurs and business owners to challenge the broken Financial Planning model. It's time to stop selling products and collecting commissions. It's time for a change. And it’s time for for personal relationships with the capabilities of those large firms. Welcome to a modern approach to financial planning. Welcome to Modern Wealth.

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EVOKE® Financial Planning and Business Advisory

Business Advisory

Retirement Planning

Investment Management

Cash Flow Planning

Risk Management

Estate Planning

Tax Planning

Education Planning

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