Advisor at TLG Advisors, Inc.
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WELLth Financial Planning employs cutting-edge strategies to solve challenges relating to debt, budgeting, investments, education planning, retirement, and taxes while focusing on helping our clients build healthy relationships with money. Our specialty is creating early retirement plans, adhering to many principles of the "FIRE" (Financial Independence, Retire Early) philosophy. Our clients have big dreams of working on their terms and pursuing career passions as well as personal pursuits.
Our evidence-based investment strategies are both proprietary and award-winning, offered in tandem with our financial planning service or alone. With powerhouse investment credentials, WELLth also has the ability to work around complex situations, such as large single stock positions or a high degree of tax sensitivity. We lean on experience gained from managing $200 million of assets at other firms as well as over a decade of formal education and training. Give us a call today and become your best financial self!
Flat: $900/account
Hourly: $300/hour
Monthly: $145+/month
Fixed fees for financial planning typically range from $145 to $250 per month based on household size and complexity while investments are managed at a flat $900 per account, per year, with fee waivers available for workplace retirement plans and accounts under $50,000. Minimum budget for one-time hourly projects is 5 hours.
Independent Dance Instructor
2024 - Present (2 years)
WELLth Financial Planning
2020 - Present (6 years)
Union Bridge Capital
2018 - Present (8 years)
TLG Advisors Inc
2018 - Present (8 years)
Cantilever Wealth Management LLC
2018 - Present (8 years)
The Leaders Group Inc
2018 - 2022 (4 years)
Lowry Research Corporation
2016 - 2017 (1 year)
Chase Bank N.A.
2015 - 2016 (1 year)
Series 63, Series 65
Wexford, PA
Edward Jones
Series 66
Pittsburgh, PA
Edward Jones
CFP®, Series 63
Pittsburgh, PA
Edward Jones
Series 63, Series 66
Bethel Park, PA
Edward Jones
Series 66
Pittsburgh, PA
Edward Jones
CFP®, Series 66
New Kensington, PA
Edward Jones
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