If you’re a millennial (born between 1981 and 1996) and you feel like personal finances and investing can be overwhelming, you’re not alone.

Nearly four in 10 millennials (39 %*) cite lack of knowledge as a major barrier to investing. There is no shame in thinking you’re missing the boat.

There are vast databases of financial information online. Friends, colleagues, and parents offer their advice. How is one to discern information from misinformation?

Over my career I’ve taken the time to filter through all that information, apply it to the problems faced by young professionals, and put my client’s interest first to come up with a plan that works for THEM.

I’ve focused a great portion of my practice helping educate young successful people and customizing plans to meet short and long term needs. Whether budgeting for a new home, making intelligent decisions with an inheritance, getting your savings/investments in order, or just educating clients on the basics, it is my goal to change the narrative and take the anxiety out of finance.

With the aging of baby boomers and their Financial Advisor’s following suit (Average age of Advisor: over 50, 1/3 projected to retire in next 10 years*) it’s time for the next generation of advisors to help the next generation of leaders take control of their finances!

Sources:

1.) *©FINRA Investor Education Foundation and CFA Institute. 2018. All Rights Reserved.

https://www.cfainstitute.org/-/media/documents/support/advocacy/1801081-insights-millennials-and- investing-booklet.ashx

2.) Cerulli Associates

https://www.cerulli.com/publications/87aa9a26-1073-e711-810b-5065f38a5961/2018-us-advisor- metrics-annual