Conflict-free, fee-only fiduciaries since day one. As a firm, wHealth Advisors is founded on THREE core values:
- Transparent Fees: As true fee-only fiduciaries*, the only payments we receive are flat retainer fees paid to us directly from our clients via quarterly invoices. No hidden or embedded expenses. No kickbacks or commissions. No conflicts of interest. Clients deserve to know their advisor’s ALL-IN costs.
- Comprehensive Planning: Our guidance relies on having a deep understanding of YOUR big picture. Life is not linear and financial plans are not static – we recalibrate your financial life to be aligned to your overarching life goals. Whether it’s proactively managing your cash flow and investments, planning and preparing your annual taxes, analyzing your various personal and professional insurances, or ensuring your estate documents reflect your intentions – we make sure ALL areas of your financial life receive the proper attention.
- To Be a Force For Good: wHealth Advisors’ top priority is to provide the highest quality, objective financial planning to our clients – no exception. Additionally, we recognize that society’s most challenging problems cannot be solved by government and nonprofits alone. By harnessing the power of business, we use our technical skills, resources, and profits as a means to a greater end via community volunteerism, pro-bono services, and donating a % of our gross revenues to qualified 501(c)3 charitable organizations.
While we have a specific service offering for medical professionals, we also work with a large range of professionals including those in law, tech, finance, and academia.