About
Finances feeling like a thousand-piece puzzle?
If that’s the case, you’re likely…
Making great money but suspect you’re leaving thousands on the table
Too busy running your business to organize the wealth you’ve built
Sick of advisors who push products while your taxes stay sky-high
That’s why Palm Beach County business owners call us.
Gene F – Client since (2019)
It doesn’t have to be complicated.
We make all the moving parts of your life and business work together… So you’re free to focus on what you really want to.
Want your money to work as hard as you do?
It starts with a casual conversation.
Meet the team
Josh Davis MBA, CFP®
Founder and Senior Financial Planner
Nathan Amos
Financial Planner
Melissa Davis
Administrative Assistant
Kathy Santana
Office Manager
Stop guessing.
Start knowing.
Book a short conversation to get acquainted with us
