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Our Core Values

Transparent Fees

As true fee-only fiduciaries*, the only payments we receive are flat retainer fees paid to us directly from our clients via quarterly invoices. No hidden or embedded expenses. No kickbacks or commissions. No conflicts of interest. Clients deserve to know their advisor’s ALL-IN costs.

*Our Fiduciary Oath, akin to a doctor’s Hippocratic Oath, means that we act in your best interest even when doing so is contrary to ours.

Comprehensive Planning

Our guidance relies on having a deep understanding of YOUR big picture. Life is not linear and financial plans are not static – we recalibrate your financial life to be aligned to your overarching life goals. Whether it’s proactively managing your cash flow and investments, planning and preparing your annual taxes, analyzing your various personal and professional insurances, or ensuring your estate documents reflect your intentions – we make sure ALL areas of your financial life receive the proper attention.

To be a Force For Good

wHealth Advisors’ top priority is to provide the highest quality, objective financial planning to our clients – no exception. Additionally, we recognize that society’s most challenging problems cannot be solved by government and nonprofits alone. By harnessing the power of business, we use our technical skills, resources, and profits as a means to a greater end. See more about our community engagement, pro-bono services, and financial commitments here.

Active vs. Passive Investing

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Keys to investment success: Diversified, low-cost, passively managed funds. Learn why Nobel Laureates in Economics support our evidence-based investment philosophy.

About

Before jumping into our personal profiles, we first want to thank YOU for visiting our website and to commend YOU for doing your homework in finding a financial advisor. Just as we ask our prospective and existing clients to bare all of their personal/professional lives with us, it’s only fair for us to reciprocate.

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