Financial Planning by Fiduciaries.

We put your best interests first.

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We Believe

You should have access to high-quality financial planning regardless of how much money you have and without having to move assets to receive help and guidance.

Independent

We own ourselves which allows us to be flexible and have multiple ways to bill clients for work.

Fee-Only

We do not work on commissions nor sell products. Financial Planning is not buying products.

Fiduciary

We are legally obligated to work in your best interests. Always.

What if you want help managing your investments?

We believe that financial planning is a critical component of investment decision-making and that your investments should be professionally managed by a fiduciary based on your personal financial needs and goals.

As a fiduciary, S.E.E.D. offers a professional investment management program to financial planning clients for an additional charge.

Investment Management Options

Experience the Difference

We Are

Stimulating

Stimulating environment that is open to shared learning and where contributors are appreciated for their time, effort, and energy. We also strive to understand what’s behind the money and who and what you value most.

Exceptional

Exceptional in meeting and exceeding high standards. We believe in exceeding client expectation by having genuine interest in their life and goals. We also talk to you about the things no one else will.

Ethical

Highest Ethical standards that are expected of a Fiduciary. All of our actions and decisions are based on our core values, ensuring that every client receives personalized support when making decisions.

Duty

Pride in our Duty as a Fiduciary to act in their best interests as if we were them. We have a commitment to our clients to continually improve in all aspects of business.

Meet Our Team

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fi·du·ci·ar·y

A fiduciary is legally bound to put their client’s best interests ahead of their own

The Fiduciary Standard

Identify a Fiduciary

Fee-only vs Fee-based

You are here because you want a different kind of experience working with a financial professional.

We are here to make sure you know you’re okay and doing the right things.

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We Inspire

🏆 “Ditch the Suits” Podcast, co-hosted by S.E.E.D.’s Travis Maus and Steve Campbell, was named the 2023 Best Podcast of the Year By Quill Inc Awards.

Welcome to Ditch the Suits, where reformed planners get real about the stuff no one in the financial world wants you to know about. If you are interested in learning from successful business owners on how you can better manage your family’s wealth while protecting it from financial exploitation, then stick around and join S.E.E.D.’s very own, Steve Campbell and Travis Maus for this unapologetic and thought-provoking no-holds-barred banter.

We Serve

Young Professionals & Young Families

Current & Future Retirees

High Net Worth Families & Individuals

Business Owners

Not for Profits

We Empower

You to live your best life and help you achieve your own unique definition of financial success.

Retirement Planning

Are you close to retirement or just planning ahead? We coordinate the pieces available to you from Social Security timing, pension selections, and utilizing retirement assets to help you achieve your financial goals.

Investment Planning

We do not require investment assets to provide planning. Whether we provide guidance or manage investments on your behalf, every investment must serve a purpose – we never just own “stuff.” We also provide access to Socially Responsible Investment Options aligning your investments with your values.

Tax Planning

Whether you have simple or complex tax planning issues, we coordinate your financial plan, investments, and taxes to reduce your overall tax burden as much as possible. We provide guidance on roth conversion opportunities, capital gains strategies, as well as concentrated stock positions.

Estate Planning

We utilize estate planning documents, and strategies to ensure your money goes to those that matter most to you. We work with an estate planning attorney to craft, implement, and execute your wishes. Whether you are close to retirement or planning ahead, we coordinate the pieces.

college-prep-icon-1png ➡ S.E.E.D. Planning Group

College Planning

Have a high school Junior or Senior at home? Wondering if a college or trade is a better path? We have programs to align your child’s passions and skills with the right universities.