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
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
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Impact Investing or Philanthropy
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
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Tallahassee Financial Advisors
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
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Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
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Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
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