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

The Business Cycle

The Business Cycle
How will you weather the ups and downs of the business cycle?
Learn More

The Business Cycle

The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Learn More

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

Best-Performing Asset Classes

Best-Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Learn More

How to Invest in LGBTQ+ Friendly Companies

How to Invest in LGBTQ+ Friendly Companies
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
Learn More

Key Money Moments: 4 Times You Should Talk to a Pro

Key Money Moments: 4 Times You Should Talk to a Pro
Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.
Learn More