More than just investment advice

Financial planning should take all aspects of your financial life into account — from budgeting, and cash flow, to savings, debt management, estate planning as well as risk management and tax planning. Investing is just one piece of the puzzle. By employing a CFP® professional, you’ll know that every part of your financial life has been thoroughly analyzed and you’re giving yourself the best shot at affording your future.

No Jargon — Just Good Advice from your team of experts, led by your CFP®

When a colleague comes to you with a question, do you answer it with words that sound like they’re from a college textbook? No, and neither should your financial advisor. You deserve financial advice that’s succinct, actionable, and easy to understand. Our goal is to help empower you to make exceptional financial decisions so we can help you reach your goals faster, and easier, and make your life simpler… not more complicated.

Here to help you as your goals change

We use the phrase “course corrections” often, and that’s because it’s part of the beautiful journey that we call life. While the course of your life and your goals will change over time, we’re here to help you guide you in the right direction… no matter how confusing the path might be. A big part of being a CFP® professional is knowing when to pivot and what to do, next if things don’t go according to plan.

As CFP®s, we believe in our fiduciary duty.

We are proud to be your fiduciary, and since day 1, Progress Wealth has put this at the forefront of everything we do. We are legally obligated to put your best interest ahead of our own— and believe that’s how all financial planning should be.

Industry Leading Financial Planning, Budgeting, and Investment Technology

“How is it possible to hire a CFP® professional for only 1%?” We get this question all the time. It’s because we’ve automated more than most of our competition so we waste less time than our competitors filling out paperwork, and hiring on extra people when technology can take their place.

Whether it be our budgeting, estate planning, financial planning, or investment management (etc)… we believe that technology makes financial planning easier, more accessible, less expensive, and simpler for clients and advisors everywhere.

A Simple, Easy to Understand Business Model

No pricing model is perfect, but we believe that our ultra-competitive fees that grow as you grow are not only fairest for you but make the most sense for all parties. Bottom line: no hidden fees here! Our model makes understanding what you pay (and why) easy.

You’ll get a team of specialized experts so you know you’re always getting accurate advice

Despite what most advisors may tell you, no advisor knows it all. Taxes, investing, the markets, estate planning, insurance… etc. There’s a lot to know.

We believe that our clients are best served by working with a team of experts that all are specialized in their respective disciplines. This includes a few CFP® professionals, an Enrolled Agent, 2 JDs, and a slew of industry-leading technology. For this reason, by hiring us, you’d get access to a team of non-commissioned experts to help you make more progress, faster.

We have a variety of specialized experts supporting our client’s financial plans and decision-making at every step, including a tax expert, insurance, financial planning, and investment management.