Philadelphia Fee-Only Financial Planner

I am thrilled to share that I have launched my own firm to serve as a fee-only financial planner in Philadelphia.  More specifically, Meaningful Wealth Management LLC is a fee-only financial planning firm in Philadelphia built to help millennials and Generation X locally in Philadelphia and virtually anywhere there is an internet connection.  

I started this firm for a variety of personal and professional reasons.  But first, a bit of industry context would probably be helpful.

Financial Advice For Younger Clients Was Hard To Come By

To date, most financial services firms only wanted to work with wealthy clients.  There’s nothing wrong with that.  But clients need time to build up big account balances.  As a result, historically, if a younger person wanted financial advice, they had to wait until they met a financial advisor’s account minimums.  Or they had to Google the answer and then wade through whatever the internet served up, not knowing if that was really relevant to them.  Or worse.  They got a “complimentary” financial plan tied to the sale of an expensive life insurance policy (icky).  

Financial Planning Is Not Just About Retirement

Younger generations face large financial decisions that don’t always offer feedback for years, maybe decades.  They make huge, long-term financial decisions within the context of unprecedented levels of student loans.  Not to mention some scarring from starting their personal and professional lives during a financial crisis.  In short, it has not been easy for younger people to find quality financial advice they can trust. And why should younger people have to make compromises? In other words, why should financial advice be reserved for people approaching retirement that already have a lot of money?  

Why You Should Work With A Fee-Only Financial Planner (me)

Insert Meaningful Wealth Management LLC as a fee-only financial planner in Philadelphia.  We serve younger clients that need financial advice from a Certified Financial Planner™ and want to work with a fee-only financial planner.  Have I mentioned we’re a fee-only financial planner?  This is an important distinction between us and the majority of financial advisors out there.  We do not, and cannot, accept commissions.  Our compensation is transparent and agreed to in advance.  No commissions.  No back-end compensation from products.  Clear, actionable advice for a transparent fee.  You can learn more about what makes a fee-only financial planner different here.

What’s In A Name?

Now back to the name.  Meaningful Wealth Management LLC is a nod to my favorite kind of clients.  I love to work with people that aren’t just building up big account balances for the sake of bragging to their friends.  My clients work their tails off and recognize money is not a possession.  They’re successful, but money means something to them. A certain lifestyle. Taking care of their family. New experiences.  Or, sacrificing pay for flexibility so they can always make it to their daughter’s game. Your money should be a reflection of what is meaningful to you. I’m passionate about connecting the “why” in your life to mine: giving meaningful advice for your meaningful life as a fee-only financial planner in Philadelphia.  

So, whether you’re just starting out, or you’re wondering how to make sense of the growing complexity of your finances, I hope you’ll get in touch at brendan@meaningfulwealthmanagement.com or use the calendar in the “Contact” tab to book a time to chat.  I’m here for you.

Brendan