Our Mission
Our History
In 2016, I founded Enlightened Advisors Wealth Management after more than 12 years in the financial services industry. Experiencing burst bubbles and extreme markets, I realized that the most important job an advisor can perform is to protect clients from the fear and greed that harm investment performance.
Our Process
We take the role of Financial Advisor very seriously and believe that it is about much more than recommending investments. The best advisor relationships extend to budgeting, taxes, family, health, and every other part of your life that affects your financial well-being.
Our Investing
The core concept to our investment strategy is to trade liquidity that you do not need for benefits that you do need. For money that can remain invested for a few years, we strive to deliver the highest possible reward for the risk.