Proper Wealth
An innovative approach to financial planning + wealth management.
Fiduciary Standard of Care
As Investment Advisor Representatives, we adhere to a fiduciary standard of care, with a professional and ethical obligation to put the interests of our clients first.
Comprehensive Financial Planning
Fee-based advice on every aspect of your financial life. Utilizing the technology of eMoney to review, track and plan based on each client’s unique priorities.
Independent Wealth Management
The freedom to create tailored investment portfolios that are fee-based.
Coordinating Advisors
Connecting clients with a team of professionals such as an attorney, CPA, insurance agent, etc.
Articles + Insights

Investing for Impact
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
Learn More

What to Look for in an Extended-Care Policy
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
Learn More
Tallahassee Financial Advisors

TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Learn More

Tax & Estate Strategies for Married LGBTQ+ Couples
Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.
Learn More

What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Learn More