Templer Wealth Management, LLC
Our mission is to serve as a trusted partner for our clients, striving to consistently understand their financial goals, assets, and vulnerabilities. We establish comprehensive and dynamic plans for both short-term needs and life-long goals. We chart an optimal course for each client's unique needs — managing investments, optimizing tax strategies, planning for education and retirement, ensuring adequate insurance coverage, considering estate plans, and facilitating charitable giving. Through ongoing, hands-on support, we want to instill in our clients the financial confidence to thrive and be in a position to lead generous and fruitful lives.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.