Overview

Financial Architects, Inc., established in 1985, is an independent and holistic planning firm. Our family focused culture is committed to empowering our clients' financial future through our macro-planning process called Financial Architecture. We believe that it is impossible to reach full financial potential without having all money decisions working together; efficiently, effectively & in harmony. Furthermore, our process is a collaborative approach between the client and the macro-advisor.
Financial Architecture is a verification process where money decisions are made based on their effectiveness to the entire plan, not because the products are popular.

Although we have had significant organic growth through our relationships alone, we believe that acquiring other small to mid-size asset management advisory firms, who share in our vision would allow us to provide significant impact to clients that are seeking an empowered financial future, to include identifying their full financial potential.
Lastly, we acknowledge that there are also many competent aging advisors, with integrity, wanting to identify an exit/succession plan, knowing that their clients will be well cared for....Financial Architects Inc is the answer. Lets have a chat to see if there is a ___ or no deal.

Market
RIA
Last Activity
6 months or more

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