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
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Learn More
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Learn More
Tallahassee Financial Advisors
Understanding Equity Compensation
Net Unrealized Appreciation and how it affects tax responsibilities.
Learn More
Mortgages in Retirement
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Learn More
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Learn More