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.
Financial freedom to focus on the things that matter most in life.
Loving
As life speeds along, we realize there’s no greater reward for the wealth we’ve acquired than time spent with loved ones.
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.
- – Almost half 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.
Discovery Meeting
This is a no-cost, no-obligation meeting where you’ll get to know our team and interview us about our approach.
Financial Physical
This comprehensive process will diagnose whether your financial situation truly supports your values and goals.
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.
Explore our Knowledge Center
We provide you with the tools you need to make wise financial decisions.
