How can we help? Retirement, Investing, College Planning, Budget Guidance, Insurance: we have it all! Have a seat in our living room, grab a cup of coffee, and tell us your story. By starting with the end in mind, we will build a plan tailored to you and your family while navigating the twists and turns of everyday life. We are here to accompany you on your financial journey!
Today, young professionals are seeking financial planning earlier in their careers but often times are turned away because financial advisors are focused on asset management. At Our House Wealth Advisors, we believe that having a solid financial foundation sets you up for long-term success and we want to be your partner from the beginning.
Our Unique Approach to College Planning
Do you have a high school student struggling to make a college decision? Are you worried about managing college costs? We can help you maneuver through both finding the right fit as well as funding it.
What does successful retirement look like for you? Home on the beach, world travel, being with the grandkids? We want to hear your specific plans and dreams and help you get there. We will build a plan that is custom for you and your family and keep you on track along the way. Want to know how?
With decades of experience in both Canada and the United States, we are uniquely positioned to offer comprehensive financial planning services for individuals and families looking for access to expert cross-border advice in retirement plans, tax, and wealth management. Our college division also has special knowledge of the Canadian universities admissions process.
Founder, Lead Advisor, Portfolio Manager
COO, College Planning Specialist.
Vice President, Financial Consultant
College Planning Specialist