What we do
Fee-Only Financial Planning and Investment Management
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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Why Millennial Wealth?
Online Financial Planning for Millennials across the country. Based in Seattle, WA.
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.
Recent Posts
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5 Money Management Tips for Freelancers
In today’s day and age, more and more people are turning to the gig economy to make a living or provide extra income. According to a study done in 2017 by the cloud-based accounting and invoicing software, FreshBooks, they suggest the number of Americans working for themselves could triple to 42 million by 2020, with[…]
5 Things Every Investor Should Know About Their Portfolio
When I first started to invest on my own at 19 through a Scottrade account, I admittedly had no idea what I was doing. I would scour through articles on the internet looking for information on the latest and greatest technology in hopes of finding a hidden gem of a company to buy stock in. I[…]
6 Hacks to Upgrading Your Finances
I put together a list of ideas that aren’t necessarily the commonly preached methods to better managing your money. We all know we should save, invest, and spend within our means, but the steps to doing so aren’t always so clear-cut. My hope is these 6 hacks to upgrading your finances will help you understand[…]
What to do with a Windfall of Cash
If you’re fortunate enough to receive a windfall of cash in your lifetime there are several ways to make the most of it. Every so often the headlines include a story about a lottery winner or professional athlete who’ve earned large amounts of money in a brief period of time before going completely broke. Don’t[…]
Steps to Financial Success in Your 30’s
If you’ve laid the foundation for financial success in your 20’s, your 30’s should be a breeze right? Well, many things may have changed since your 20’s, you may have gotten married, settled down, had kids, and bought a home. These major lifestyle changes bring with it many new financial obligations and decisions to be[…]
The Importance of Good Bookkeeping in Your New Business
According to a survey published by Bentley University’s PreparedU Project in 2014, “66% of Millennials would like to start their own business and 37% want to work on their own.” As this Forbes article puts it, “Millennials are the true entrepreneur generation.” As a Millennial entrepreneur, there are several basic aspects of running a business[…]
Best Legal Structure For Your Small Business
Starting a new business is a thrilling time. As exciting and fun as it is, however, it can also be tremendously difficult and challenging. In order to give yourself the best chance at long-term success, you have to think through every possible outcome for every facet of your business. One of these particular challenges in[…]
Why Cash Flow is King
Growing up, my parents always used to preach that “cash is king.” It was always stated like one of those proverbial phrases such as “patience is a virtue,” or “better safe than sorry,” that are universally assumed to be true. There is some truth in the statement, of course, as cash is the medium for[…]
Financial Conversations to Have Prior to Marriage
Marriage is about celebrating two people who’ve decided to embark on the rest of their lives together. It’s an exciting and fulfilling time! Yet, marriage also brings with it the joining of two separate financial pictures, backgrounds, and priorities. Engaging in these conversations with your soon-to-be-spouse, while difficult they may be, can help avoid even[…]
What Does Fiduciary Responsibility Mean?
With the rise of the fee-only movement in recent years and the ever-increasing awareness of how financial advisors are compensated for the advice they provide, the term “fiduciary” has become more important and prevalent than ever before. Chances are you’ve likely heard this term before, but you may not know what it truly means, what[…]
Planning for the Certainty of Uncertainty
Life is full of uncertain experiences, events, and outcomes. It’s what makes life interesting, fulfilling, and fun. That to a certain extent we’re uncertain what our future holds. We can only do so much to further our careers, protect our loved ones, or advance our knowledge. In the end, there will always be a degree[…]
The Great Debate: Active Versus Passive Investing
At the forefront of the investment world over the past decade has been the debate over active versus passive investing. Active funds, or mutual funds, have managers that “actively” buy and sell investments in order to beat their respective benchmark or accomplish their specific objective. On the other hand, passive funds have no manager, they[…]