Broker Check

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 Stocks Work

How Stocks Work
Understanding how a stock works is key to understanding your investments.
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Building a Solid Financial Foundation

Building a Solid Financial Foundation
Sustain financial well-being or create wealth through these actions.
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The Proper Wealth Team

David Grulich

David Grulich

Financial Advisor | Partner

Robin Vernon

Robin Vernon

Financial Advisor | Partner

Nick Chason

Nick Chason

Financial Advisor | Partner

Taylor Langston, CPA

Taylor Langston, CPA*

Financial Advisor

Katherine  Nerona-Balog

Katherine Nerona-Balog

Client Communications | Marketing

Martha Clemons

Martha Clemons

Client Support

Emily Warren

Emily Warren

Client Support

Sara Martins

Sara Martins

Client Support

Ian Widener

Ian Widener

Client Support

Heather  Shiver

Heather Shiver

Client Support

Isaiah Scott

Isaiah Scott

Client Support

Nate Wright

Nate Wright

Client Support

Tallahassee Financial Advisors

Are Alternative Investments Right for You?

Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
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Spotting Credit Trouble

Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
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Investing for Impact

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