About Us
Building wealth is only half the journey—preserving and growing it for the future requires a trusted partner.
Located in Tallahassee, Florida, Proper Wealth is a boutique financial planning firm that assists individuals and families with increasingly complex financial situations. We intentionally limit the number of clients we serve so that our team can deliver exceptional, hands-on attention and be the steady, strategic voice you turn to—year after year, decision after decision.
Our typical client seeks an experienced wealth-building partner to help them plan their futures, invest their assets, and protect them from unexpected risks.
Fiduciaries Focused on You
We are fiduciary financial planners committed to helping our clients achieve their financial goals. Fiduciaries are held to the highest ethical standards in the financial services industry.
Our mission is clear and straightforward: Through advanced financial planning, we build a solid foundation for pursuing financial security, preserving and nurturing your wealth, and helping you live the life you’ve dreamt about with confidence and security.
Independence Matters When it Comes to Your Wealth
Operating as an independent, fee-based firm, we manage the daily details of your financial life—from retirement strategies, tax efficiency, and business formation to Florida’s DROP program—leveraging advanced technology to ensure your plan stays aligned with your current needs and vision for the future. Our team brings decades of experience that blends personalized service with a client-centric approach.
Consider us your wealth building partner. As your wealth building partner, we take the lead in ensuring every part of your financial life—tax, legal, insurance, and more—works in sync. By working closely with your other professionals, we help identify and resolve gaps in your plan, prevent conflicting advice, and reduce overlapping fees, so everyone is aligned and moving in the same direction.
Success Should Be a Reward, Not a Burden
Let us simplify the management of your wealth so you can focus on what matters most—living the life you’ve earned.
