Financial Planning by Fiduciaries.
We put your best interests first.
In-person & Virtual Meeting Opportunities
We Are Proud Members Of
We Believe
You should have access to high-quality financial planning regardless of how much money you have and without having to move assets to receive help and guidance.
Independent
Fee-Only
Fiduciary
What if you want help managing your investments?
We believe that financial planning is a critical component of investment decision-making and that your investments should be professionally managed by a fiduciary based on your personal financial needs and goals.
As a fiduciary, S.E.E.D. offers a professional investment management program to financial planning clients for an additional charge.
Experience the Difference
We Are
Stimulating
Exceptional
Ethical
Duty
fi·du·ci·ar·y
A fiduciary is legally bound to put their client’s best interests ahead of their own
You are here because you want a different kind of experience working with a financial professional.
We are here to make sure you know you’re okay and doing the right things.
We Inspire
🏆 “Ditch the Suits” Podcast, co-hosted by S.E.E.D.’s Travis Maus and Steve Campbell, was named the 2023 Best Podcast of the Year By Quill Inc Awards.
Welcome to Ditch the Suits, where reformed planners get real about the stuff no one in the financial world wants you to know about. If you are interested in learning from successful business owners on how you can better manage your family’s wealth while protecting it from financial exploitation, then stick around and join S.E.E.D.’s very own, Steve Campbell and Travis Maus for this unapologetic and thought-provoking no-holds-barred banter.
Please subscribe and follow our podcast
We Serve
Young Professionals & Young Families
Current & Future Retirees
High Net Worth Families & Individuals
Business Owners
Not for Profits
We Empower
You to live your best life and help you achieve your own unique definition of financial success.
Retirement Planning
Investment Planning
Tax Planning
Estate Planning
College Planning
Have a high school Junior or Senior at home? Wondering if a college or trade is a better path? We have programs to align your child’s passions and skills with the right universities.
Charity & Philanthropy
We want to help accelerate and maximize your ability to give to others, creating a lasting legacy and impacting your family and community.
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Start your experience
Schedule your no-cost, no-obligation discovery meeting with one of our fee-only planners