Take Control of Your Finances
At Scholar Financial Advising, we specialize in providing hourly, fee-only financial planning services designed exclusively for DIY investors. We understand the unique financial pressures you face—from tax efficiency and investment strategy to real estate and planning for a secure retirement—and we’re here to help.
Everyone Needs Financial Advice, But Not Everyone Needs a Wealth Manager
Discover how our tailored financial advice can help address the challenges and opportunities you face. Sign up now for a free introductory call to learn more about our services.
Why Work With Us?
100% Fiduciary, 100% of the Time
As a fiduciary firm, our commitment is to serve your best interests with no hidden agendas or undisclosed fees. Our advice is unbiased, based on rigorous analysis and tailored to your personal financial situation. We do not charge an AUM fee and do not sell products. We charge a flat fee for financial advice based on the complexity of your situation.
Empowering DIY Investors
Our clients are DIY investors. Our role is to partner with you to equip you with advanced financial strategies and specific advice so that you can easily act on recommendations (even down to the fund and dollar amount level).
Specialized in Unique Financial Challenges
From navigating the complexities of retirement withdrawal strategies to optimizing your investments for tax efficiency, our expertise focuses on creating personalized and executable financial strategies unique to your situation.
Expert Advice
We are a boutique advisory firm providing personalized financial advice by a highly educated team. We value having an educated and highly credentialed team and you should too.
How Can We Help?
Investment Advice Tailored to You
Our investment strategies consider risk tolerance, tax efficiency, specific asset allocations, and the impact of lumpy income from RSUs, bonuses, 1099 income, partnerships, and self employed plans.
Retirement Planning
Whether you are planning to retire soon, or are just out of school, we’ll design an efficient plan that fits your specific situation and goals.
Alternative Assets
We’ll create strategies that make sense for holding and working around alternative assets in your portfolio. Whether you are investing in real estate, private equity, or commodities, our team can build a plan to fit your financial goals.
Insurance Planning and Asset Protection
Protecting your assets and future earnings is crucial. We guide you through selecting the right insurance options to cover your specific needs without the conflict of interest associated with selling financial products.
Estate Planning
We assist with strategizing for estate planning concerns both now and in the future. We want to make sure that the longevity of your wealth is taken into account opposed to being short sighted with your plans.
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.