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Our clients are
redefining wealth

Financial Planning for a Fulfilling Life

Spend more time with loved ones.

Live a less stressful lifestyle.

Leave a legacy that lasts.

You deserve a solid financial plan that supports your values and goals.

You deserve a solid financial plan that supports your values and goals.

Financial freedom to focus on the things that matter most in life.

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Loving

As life speeds along, we realize there’s no greater reward for the wealth we’ve acquired than time spent with loved ones.

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Freeing

Find contentment by spending less time worrying about money.

Building

Wealth can give us the time to deepen our relationships and build the kind of legacy that money alone can’t buy.

We know how important it is to have someone you trust for financial advice.

That’s why Financial Consulate follows an ethical standard held by less than 1% of financial advisors in the US as members of the National Association of Professional Financial Advisors (NAPFA).

  • – Under their watch, we work as fiduciary advisors on a fee-only basis.
  • – We work without commissions and are oath-bound by a code of ethics to put your interests first.
  • – All of our advisors are Certified Financial Planners (CFPs) and maintain a level of continuing education that exceeds the normal requirements.
  • – More than half of our advisors are also Certified Public Accountants (CPAs) which allows for complete coordination of your financial plans and goals.

Our mission is to help our clients lessen the worry and burden of money management so they have more time to spend building relationships. This, combined with our dedication to integrity and education, leads to strong client relationships and better financial management.
– Drew Tignanelli, Founder & Chairman of Financial Consulate

Your customized financial management plan encompasses...

Trust is built over time.

And our process is designed to earn it.

1

Discovery Meeting

This is a no-cost, no-obligation meeting where you’ll get to know our team and interview us about our approach.

2

Financial Physical

This comprehensive process will diagnose whether your financial situation truly supports your values and goals.

3

Personal Financial Management

You’ll have a long-lasting partnership with financial planners who support your goals for a fulfilling life.

Trust is best preserved in an environment of freedom.

There are no surrender charges or closing fees if you want to leave us,
and we will work diligently to help you move to a new firm.

Schedule your 30-minute discovery call today.

There’s no cost or commitment. We’ll help you figure out if Financial Consulate is a good fit for your goals.

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