Financial Freedom. by simplifying the complexity of money decisions for people.

Plan for tomorrow.

Account for today.

At Financial Architects, we plan with the future in mind… yours.  But we also account for today, developing a strategic road map for your unique tomorrow with the understanding that any program we design must perform better today, tomorrow, and at retirement.

Regardless of any product we offer, or any individual’s unique path, our strategies are custom-engineered to help build wealth and minimize risk – all while allowing you to maintain your existing lifestyle.  We work closely with each client to provide a blueprint for life planning, based on precision, verifiable metrics and deep-rooted principles.

Outraprenuers

People who have spent their entire lives building their business and now are facing a new chapter as they plan to transition out of it.

Success Builders

Emerging professionals that are experiencing growth in family, wealth, and purpose.

Purpose Seekers

Later-career life creates unforeseen challenges as well as exciting opportunities that everyone must eventually navigate.

Empowering Financial Freedom™

Yours. That is what we stand for at Financial Architects.You. That is who we stand for..Everything we do is intended to progress towards your wealth and retirement.

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Asset Management

Asset management tools, products, techniques and methods may change or come and go over time, but principles never do.

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Insurance

What makes life insurance so crucial to overall financial planning is that it is a strategy that plans for tomorrow, while preparing for today.

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Estate Planning

Taking the necessary steps now preserves the wealth you have accumulated over the years, and reduces unnecessary time required to deal with these issues after you pass away.

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Business Succession Planning

We have extensive experience in developing and implementing strategies that ensure a smooth transition of ownership and leadership within a company.

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Business Services

The simple premise is this: more at retirement is better than less.

News & Insights

News & Insights

Our address is changing, but our commitment to clients is not

Dear Clients and Strategic Partners, We are thrilled to share some exciting news! After 20 incredible ...

Matt Makes His Mark at Troy Chamber of Commerce

Public speaking has never been an issue for our Director of Marketing and Business Development! Matt ...

Succession Success Podcast Episode 18

How can employees be a part of the owner's succession plan? We discuss it with ...

Inside Financial Architects Podcast Episode 19

How has the financial industry changed over the past few years? We caught up with ...