Financial Planning
For Your Future,
For Your Experiences,
For Your Life.

Financial Planning for Millennials as Fee-Only Financial Advisors. Regardless of your current situation, you have the power to control your money and your future.

Financial Planning

Do you question the balance between planning for your future and the experiences you want to be a part of today?
We’ll create a financial plan that provides peace of mind and encompasses funding not only your long-term financial goals, but precious life experiences as well.

Education

Do you have complicated employee benefits such as stock options or RSU’s? Are you unsure how they fit into your finances, or better yet, what an RSU even is?
We’ll educate you during the financial planning process, to ensure we’re all on the same page.

Investment Management

We begin by discussing risk, aligning your portfolio with your goals, and being transparent about costs.
We take the every day decision making and stresses of being an investor out of your hands, while keeping you informed and educated along the way.

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Powered by innovative planning software to see all your accounts in one place

Fee-Only Financial Planning and Investment Management

Virtual Financial Planning for Millennials across the country. Based in Seattle, WA.

Why Millennial Wealth?

Fiduciary Advice

Millennial Wealth is a fee-only financial planning firm. We’ve signed a fiduciary oath to act in the best interest of our clients. We eliminate conflicts of interest by not selling financial products of any kind.

No Account Minimums

Many financial advisors require a minimum account value before they’ll accept a client making it difficult for young professionals to receive financial advice. Millennial Wealth brings financial planning to everyone.

Transparency

Fees shouldn’t be kept in the dark when paying for financial advice. You’ll always know what you’ll pay prior to committing to work with us.

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