How our clients experience the difference
Trust is built over time and our process is designed to earn it. Our approach encompasses life planning, financial planning, and information planning and includes a Financial Physical™.
Almost half our advisors are Certified Public Accountants (CPAs), which allows for complete coordination of your financial plans and goals.
Education and Expertise
All of our advisors are Certified Financial Planners (CFP®s) and maintain a level of continuing education that exceeds the typical requirements.
Environment of Freedom
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.
A Financial Physical™ is a comprehensive assessment used to diagnose whether your financial situation truly supports your values and goals. It takes into account your financial present and looks ahead to your hopes for the future to ensure both are aligned and in support of one another.
Want to learn more about the benefits of utilizing a comprehensive personal wealth and tax advisor? Watch as Drew Tignanelli, CPA, CFP® and Bob Boehner, CPA, CFP® discuss various ways utilizing a firm like Financial Consulate can be advantageous to a client.
Managing money shouldn’t get in the way of living an abundant life, spending time with loved ones, or building a legacy that lasts. Financial Consulate’s clients benefit from working with a firm that helps lessen the worry and burden of wealth management and enhances financial wellness. This way, our clients have more time for what matters most in life. The methodology, standards, and values of our firm contribute to the difference that can be felt as a Financial Consulate client.