Our mutual goal is to prudently manage your resources so you can live the life you want. So you can retire early, provide for educational needs, leave a legacy, support causes you care about, and, quite simply, enjoy a higher quality of life.
There are thousands of financial advisors vying for your business. Why would you choose to work with 21:5 Advisors Wealth Management? That’s easy: because here, it’s all about you.
First, it’s about earning your trust because nothing’s more important than that. We earn your trust by listening to you, putting your needs first, and providing truly customized advice and guidance.
We earn your trust by being 100 percent upfront, transparent, and accountable. We believe in full disclosure — no exceptions. We also earn your trust by being good stewards of your money. We’re as careful with your money as we are our own.
And finally, we work with you on your terms. Whether you want to meet in person, on zoom, on the phone… whatever works for you, works for us. And we’re always available to answer questions, discuss your progress, or offer advice. Because here, you, your family, and your future are our top priority. Always.
Together, we will look at your finances, your life, and your goals from every angle and create a holistic, strategic plan to help you live the life you want at every stage in your life. Depending on your unique situation and needs, our Financial Planning services may include:
Creating a comprehensive financial plan requires the input of multiple professionals, including CPAs, estate lawyers, tax specialists, and more. At 21:5 Advisors, we work with your team of financial specialists and managers who have the knowledge, skill, and objectivity to provide the coordinated advice you need to preserve, protect, and grow your wealth, and leave a legacy for future generations.
“A wise man saves for the future, but the foolish man spends whatever he gets”
- Proverbs 21:20 (LB)
“Just as the rich rule the poor, so the borrower is servant to the lender”
- Proverbs 22:7 (LB)
“The way of a fool is right in his own eyes, but a wise man is he who listens to counsel”
- Proverbs 12:15 (NAS)
“Honor the Lord with your possessions and with the firstfruits of all your increase…”
- Proverbs 3:9 (NKJV)
“The plans of the diligent lead surely to plenty, but those of everyone who is hasty, surely to poverty”
- Proverbs 21:5 (NKJV)
“Cast your bread upon the waters, for you will find it after many days. Give a serving to seven and also to eight, for you do not know what evil will be on the earth…He who observes the wind will not sow, and he who regards the clouds will not reap …In the morning sow your seed, and in the evening do not withhold your hand; for you do not know which will prosper, either this or that, or whether both alike will be good.”
- Ecclesiastes 11:1,2,4&6 (NKJV)
“A good man leaves an inheritance to his children’s children…”
- Proverbs 13:22 (NKJV)
“Set your house in order, for you will die…”
- 2 Kings 20:1 (NKJV)