Wealthminder

Wealthminder is about helping the 80% of Americans not currently on-track to meet their long-term financial goals. The financial services industry has been stagnant for far too long, catering mostly to the very well off and employing business models that serve to enrich the industry at the expense of the customer. Our solution is simple. We help you create a workable financial plan, we ensure your existing investments follow your plan's strategy, and then we monitor your accounts to make sure you stay on track.