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

The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Learn More

Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Learn More
Tallahassee Financial Advisors

Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Learn More

What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Learn More

How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
Learn More