Let's Put An End To FOMO
Financial planning is time consuming and complicated.
You want to make sure your financial future is secure, but you don't have the time or expertise to manage it yourself.
Get more time back in your day to do things you love (therefore avoiding FOMO) by letting us help you with financial planning and investment management (or just do it for you).
Retiring or changing jobs?
Getting married or having children?
Suddenly single?
We've helped hundreds of clients with these changes.
If You're Ready for Help, Click Below To Get Started!
As Seen and Heard On
MEET DREW
Are you looking for a financial advisor?
I founded my firm to create a boutique wealth management experience that provides personalized, holistic advice to clients...even if you're starting from scratch or starting late. You deserve more than just an investment portfolio-you need someone who can provide guidance on your entire life plan.
Why women? That's easy. Raised by strong women. Married to a strong woman. Raising one of our own (and a son) 😉. The financial industry hasn't treated women fairly and that trickles down to the family level. I'm here to help change that. 💯
The people that choose to work with us care more about their path toward their goals than just their portfolio. They also care more about their Return on Life than their Return on Investments. And they care more about trust than trading stocks and therefore our values align.
Want to see if we're a fit? 🤝
You can schedule your free consultation online, call the office, or send us an email to: drew.stotler@lpl.com
Ongoing Financial Planning
FInancial Planning can cover anything and everything from debt reduction strategies, investing strategies, developing/monitoring financial goals, estate strategies & planning, insurance evaluation AND MUCH MORE!
Initial Plan Set Up Fee: $1,200 (paid in the first year only)
Ongoing costs vary by complexity, but here are some averages:
- Single individuals: $97-$200/month
- Couples: $250-$425/month
- Businesses: $550-$800/month
*Discount available if annual cost is paid in full
*You will receive an exact quote after our initial call
*Investment Management discount available with financial planning engagement
Investment Management
$0-$500,000 = 1.25%
$500,001-$1,000,000 = 1%
$1,000,001-$2,000,000 = .85%
$2,000,001-$5,000,000 = .50%
$5,000,001-$15,000,000 = .25%
$15,000,001 and above = Negotiable
*You will receive an exact quote after our initial call
*Investment Management discount available with financial planning engagement
2nd Opinion/Ask Me Anything Session
Not ready for a long term commitment, but still value professional help?
We've got you covered.
2nd Opinions start at $1,200 and go up from there based on complexity.
4 Hour Ask Anything is just $1,997 and hours can be broken up how you choose (must be used within 12 month time period)