Imagine a crew team where one or two rowers were out of sync. They would certainly not be rowing as efficiently as possible! In order to give the best advice as “fiduciary advisors,” we must take a complete and holistic perspective of all financial matters when working with our clients.

 

Products & Services

Investment Advice

Wealth Management Advisors is dedicated to the proven principles of strategic asset allocation for portfolios with long-term investment horizons.

Tax Minimization Strategies

Tax minimization is more than just simply maximizing the amount of money you keep in your pocket at income tax time. It is a long-term engagement and an important component of the overall financial planning process.

Wealth Transfer Strategies

We help our clients to develop giving strategies and estate structures that enable them to efficiently transfer wealth to their heirs.

Risk Management Strategies

At Wealth Management Advisors, our unique fee-only approach to insurance provides a welcome break from the biased, high pressure, commission driven culture of the insurance industry

Comprehensive Financial Planning

It is precisely our Comprehensive Financial Planning approach that differentiates Wealth Management Advisors, LLC from those claiming to be wealth managers.

Blog

Why Do People Invest in Stocks?

by Stephen Ahern on Nov 15, 2019

If you’re still unsure about investing in stocks or have questions on how buying stocks actually works, here are a few quick questions and answers about the entire process, from what exactly is a stock, to how do you buy stock.

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Suggestions for Long-Term Financial Health

by Stephen Ahern on Oct 28, 2019

Sometimes simple is best. Many of us tend to complicate our financial situation; overthinking our options while ignoring the basics.

But like anything else, the simplest rules are often the most important ones; and the ones most likely to be ignored. How many of these rules do you follow?

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AICPA Highlights 6 Recent Personal Finance Trends

by Stephen Ahern on Oct 21, 2019

The American Institute of CPA’s (AICPA) recently published a list of personal finance trends that we should all be concerned about. These trends highlight the fact that almost 63 percent of Americans today are unable to pass a basic financial literacy test.

Here are the troubling trends, as well as some tips on how to avoid them:

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