Bybee Wealth Management
Bybee Wealth Management was founded to better serve our clients and give them the best chance at achieving their goals. We are a fee-only firm that holds ourselves to the highest fiduciary standard. This means that we act in our clients’ best interests and not our own. We do not work on or accept commissions of any kind. This allows us to recommend the best services and investment choices for our clients instead of what will give us the bigger commission.
We are here to partner with our clients to help them make the best decisions for where they are at in life. This partnership allows us to give our clients peace of mind and more time for them to spend on what matters most to them in life. We take on the stress and hard work of taking care of clients' financial health and let them live life on their terms.
At Bybee Wealth Management, we believe everyone deserves access to a trusted financial planner. We keep our costs down and pass on those savings to our clients. We do not have any minimum asset thresholds to work with us. We also believe in complete transparency and will give you all the information about your financial picture. Unlike a lot of other financial planners, we believe in a holistic approach to your financial health. This means we look at every aspect of your financial picture so that we can put each piece of the ‘puzzle’ together and leave nothing forgotten.