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
Diversification, Patience, and Consistency

Three important factors when it comes to your financial life.
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Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?
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Tallahassee Financial Advisors
Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
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The Sequence of Returns

A look at how variable rates of return impact investors over time.
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The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
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