Financial Advice That Respects Your Life Story

You Don’t Have to Fit a Mold to Get Good Financial Advice

At Our House Wealth Advisors, we work with people who are navigating real transitions—not just managing investments. Whether you're living between countries, sending a child to college, starting over, or just trying to get your financial life in order, you're welcome here.


We don’t require a minimum balance or a perfect track record. We offer honest guidance and flexible planning models that are built around people—not account sizes.

Who We Work With

You don’t need to fit a mold to work with us. But if you see yourself in one of these groups, you’re in the right place.

Canadian Expats in the U.S.

Cross-border financial planning for those navigating taxes, retirement, and estate planning across two systems.

Clients Without Asset Minimums

Subscription-based financial planning that gives you access to advice before (and while) you’re building wealth.

Retirees & Near-Retirees

Income strategy, tax planning, and legacy conversations with zero product sales and full transparency.

Families in Transition

Support for college planning, caregiving, divorce, or any moment when your financial picture shifts suddenly.

Professionals and Couples in Motion

From career changes to new family dynamics—we help people make smart choices in the middle of life.

What Our Clients Value

  • Honest, jargon-free conversations
  • Flexible models that don’t require big assets
  • Cross-border experience that goes beyond theory
  • Consistent, long-term relationships—not transactions

This Is Financial Planning That Feels Like a Partnership

We listen first. We explain clearly. And we help you make decisions you can feel good about—today and years from now.

Let’s Start a Conversation →