Financial advice for active duty, transitioning military members, and veterans.
Who We Are
Healthy Wealth was founded on the belief that our military members deserve sound financial planning. Planning should be available without the sale of high-priced, high-commission, and often inappropriate financial products. It should not require a two-comma portfolio before help is available. Instead, service members deserve relevant, fiduciary advice, where their best interests are considered 100% of the time.
Mission
Our mission is to be the partner that helps guide the financial journey for members of the military and veteran community so that they can achieve the same well-being and success in their financial life that they attain in their professional life.
Values
Integrity – Not just doing the right thing regardless of who’s watching, but saying what we’ll do, and then executing.
Excellence – Our clients deserve and receive the best service we can deliver, but we’ll always be striving to continue to improve it.
Learning – A life spent learning is a life well-spent.
Certifications & Memberships
