Take Control of Your Finances
Independent Financial Advice for DIY Investors
At Scholar Financial Advising, we provide hourly, fee-only financial planning designed specifically for confident, hands-on investors. You want control over your finances—we help you make smarter decisions with expert advice and clear, actionable strategies.
Not Everyone Needs a Wealth Manager—
But Everyone Deserves Great Advice
If you’re navigating complex financial questions but don’t want to hand over your portfolio, we’re here for you. Learn more about how our tailored advice can support your financial goals.
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.
Empowering DIY Investors
We work with clients who manage their own portfolios but want expert guidance along the way. We’ll help you evaluate tradeoffs, make tax-smart decisions, and give you implementation-ready advice (down to specific fund names and dollar amounts).
Expertise in Complex Financial Planning
Whether you’re managing uneven income, planning for early retirement, or optimizing your portfolio for taxes, we specialize in addressing the nuanced challenges that come with being a proactive investor.
High-Integrity, High-Credibility Advice
Our boutique team is composed of highly credentialed professionals—PhDs and CFP®s—who bring both academic rigor and real-world insights to every client interaction.
Mission-Driven and Accessible
Our mission is simple: Educate. Empower. Encourage. We deliver expert, personalized financial advice that puts you in control. Guidance you can trust, when you need it.
→ Want a preview of how we think? Listen to the Scholar Advising Podcast, where we dive into real questions from clients and explore strategies for building lasting wealth.
What’s Next?
Use the link below to choose whether you would like to fill out a form or schedule a call to receive a proposal for your financial plan. An initial call is completely free allows us to discuss whether our working together is a good fit.