As professors of finance and CERTIFIED FINANCIAL PLANNER™ professionals, we bring a unique depth of knowledge and a passion for helping individuals and families achieve their financial goals. We‘ve seen firsthand the challenges and opportunities facing investors in today’s complex financial landscape. That’s why we founded Scholar Financial – to provide comprehensive, objective, personalized and trusted financial planning and investment advice tailored to your specific needs and aspirations. And to protect our clients from the many Wall Street sharks that far too often prey upon unsuspecting investors.
that financial planning and
investment management should
be grounded in both academic
rigor and practical experience.
that financial planning and
investment management should
be grounded in both academic
rigor and practical experience.
Meet Your Financial Guides
Experienced Professors & CFP® Professionals
Our Client-Focused Approach
At Scholar Financial, we believe in building strong, collaborative relationships with our clients. We take the time to understand your unique circumstances, goals, and values. Then, we develop customized financial plans that align your finances with your life goals.
We Are A Fiduciary,
Fee-Only Firm
As a fiduciary, fee-only firm, we are committed to always acting in your best interest. We provide transparent and objective advice, and our investment decisions are driven by data and research, not commissions or hidden agendas.
Our Commitment to Transparency
Our fees are transparent and based solely on the services we provide. We do not accept commissions or any other compensation that could create conflicts of interest, a problem that often permeates Wall Street firms and insurance companies.
Scholar Financial Difference?
to discuss your financial goals and discover how
we can help you achieve them.
Scholar Financial Difference?
to discuss your financial goals and discover how
we can help you achieve them.
