Take Control of Your Finances
Independent, Flat-Fee Financial Advice for Proactive Investors
You’ve built a strong financial foundation—and you want to stay in control. At Scholar Financial Advising, we help DIY investors make smarter decisions with clear, personalized guidance from credentialed experts. No product sales. No AUM fees. Just advice that aligns with your goals.
High-Quality Advice. No Sales Pitch.
Not everyone needs a full-time wealth manager. But everyone deserves advice they can trust.
Whether you’re optimizing for taxes, weighing early retirement, or navigating complex decisions like RSUs, inheritance, or uneven income, we’ll help you think through the tradeoffs and chart a smart path forward.
Why Work With Scholar?
100% Fiduciary. Always.
We’re ethically bound to put your interests first. No product sales. No AUM fees. Just flat-fee, conflict-free advice shaped by what’s right for your situation—nothing else.
DIY-Friendly, Expert-Led
You’re in charge of your investments. We’re here to help you refine your strategy, catch blind spots, and plan with confidence.
- Clear recommendations down to fund names, dollar amounts, and next steps
- Guidance tailored for high-income and high-net-worth individuals
- Deep expertise in tax optimization, equity compensation, gifting, and more
Academic Rigor Meets Real-World Planning
Our team of PhD and CFP® professionals brings both intellectual depth and practical financial insight to every client relationship.
→ Want a preview of how we think?
Check out our weekly podcast where we bring clarity to complex wealth challenges—through listener questions, conversations with subject-matter experts, and real stories of financial journeys.
What’s Next?
We provide financial planning and advice. All new client relationships begin with a comprehensive initial plan. Fill out our online form below to receive a complimentary personalized proposal within two to three business days.