What is a Robo-Advisor?

Ryan Ovenden, CFP®, Wealth Advisor, defines a hot topic: Robo-Advisors. He talks about what to consider if you’ve thought about utilizing a Robo-Advisor and how it compares to a Financial Advisor professional in building a custom financial plan.

Last Four Steps of Financial Planning Process

We’re back with the last four of the seven steps in the financial planning process! Each of the steps is crucial to understanding the individual short and long term goals to craft a custom plan designed to support your personal vision of True Wealth.   Hear from Ryan Ovenden, CFP®, Weal …

What is your most valuable possession?

As the Summer winds down and the world shifts from “busy vacation” season to “busy activities” season, I wanted to take a moment to share one of the most profound articles I’ve ever read in regards to finance.  In 2012, I did a four-month intensive training on Biblical Stewardship with a br …

I’ve obtained my CFP® certification! Now what?!

Ryan Ovenden, CFP®, Wealth Advisor If I could describe the journey Nik and I have been on over the last 15 months to earn our CFP® designations in one word, it would be “stretch.”

Business professional using his tablet to check his financial numbers

401(k) Calculator

Determine how your retirement account compares to what you may need in retirement.

Get Started

Get in Touch

In just minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Contact Us