Retirement Planning & Investing, Redefined.

We help high earners & wealthy families from the Midwest get financially organized and make smart decisions with their money.

Wanna see if we're a fit?

Schedule a free consult below and lets get you organized! 

Get Started

As Seen and Heard On

<strong>OUR ONLY FOCUS IS YOU</strong>

OUR ONLY FOCUS IS YOU

You're busy with life, kids or grandkids, travel, work...you don't want to waste your time in high pressure sales meetings with someone just pushing product. 

You also want options in how you pay your advisor...whether a percentage of account value, flat fee, hourly, one-time, etc. 

We work for you and take the time to get to know you and what's most important. We meet you where you're at, no judgements or lectures.

Retirement planning, tax planning, Back-door Roth, Roth conversions, cash-flow, life insurance...whatever it is, it's our job to save you time and help you make better decisions...

...kind of like your own personal shopper, but for financial stuff. 

<strong>MEET DREW STOTLER, AAMS</strong>

MEET DREW STOTLER, AAMS

Hey there, thanks for stopping by. I don't like talking about myself so I'll just tell you this...I specialize in helping HENRYs (High Earner Not Rich Yet) and people close to retirement organize and optimize their finances so they can do more of what they love. 


The people I serve want streamlined and comprehensive advice about investing, real estate, tax planning, changing jobs, etc. They want answers and options, not more Google searching. They want more sand in the hour glass, not less.

Sound like you?  🤝 

Schedule a free "Ice Breaker," call/zoom today to learn more. 

We Can Help You With:

Tax Planning

No one wants to pay more in taxes than they absolutely have to. 


Roth Conversions, tax mitigation, loss harvesting, proper account funding.Taxes can erode wealth if left unchecked. Have a plan to help you keep more!

Learn more

Financial Plan

"A dream without a plan is just a wish."



Dreams are great but let's put pen to paper and list your financial/life goals to increase your odds of success. Start your financial plan today!


Learn more

Investing

It's not about what you make, it's about what you KEEP



Whether you prefer to self-manage your investments or delegate, we work to help make sure your mix of investments is appropriate for you. 

Learn more

Transition

Need to do something with that old 401k? Recently divorced or experience a sudden loss?


We've helped guide hundreds of families through numerous challenges like these and we're equipped to serve. 



Learn more

What is Wealth Management?

Planning for your most important goals, helping you build and manage your assets, developing customized strategies that seek to help you live a life well lived. 

That's what wealth management is to us.

P.S. You don't need to "have wealth," yet to benefit from wealth management. 


Who We Serve

<strong>Young <br/>Families</strong>

Young
Families

Meet Mike & Katie
<b>Established <br />Entrepreneurs</b>

Established
Entrepreneurs

Meet Rachel
<strong><span id="_mce_caret" data-mce-bogus="true"><sup></sup></span>In or Nearing <br/>Retirement</strong>

In or Nearing
Retirement

Meet Dan & Nancy
<strong>Suddenly <br/>Single</strong>

Suddenly
Single

Meet Margaret

What To Expect 

(This is a typical timeline and can be personalized for you and your needs). 


More Info
Roth IRA for Kids

Roth IRA for Kids

Learn about the benefits and requirements of opening a Roth IRA for kids.