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
Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
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Tallahassee Financial Advisors
Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.
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Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.
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The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
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