Wealth Management Designed to Support Your Life, Your Family, and Your Legacy
For individuals and families who want their money to match their life.
We combine CFP®-level financial planning, disciplined investment management, and behavioral insight to help you build, protect, and enjoy your wealth—with a robust online platform and family office capabilities designed for modern families.
We Know the Math to Retire,
But Our Behavior Isn’t Always on Track.
Most people don’t fail financially because they can’t do the math. They fall short because life gets busy, markets get noisy, and their behavior drifts from the plan. It’s easy to delay decisions, react emotionally to headlines, or avoid difficult conversations about money. Over time, those small choices compound—and even high earners and successful families can end up far from the future they imagined.
We Align the Numbers, the Plan, and Your Behavior.
NetAdvizor Wealth brings together three critical pieces: a comprehensive financial plan, disciplined investment management, and a deep focus on behavior. We help you clarify what you want your wealth to do, design a plan across all areas of your financial life, and then walk with you over time—using tools like our Money Personality Test (MPT) and dedicated Financial Wellness Coach, Linda Barnum, to support the real, human side of change. The result is a strategy you understand, investments that fit your goals, and ongoing coaching to help you actually follow through.
We offer a full spectrum of CFP®-aligned planning and investment services, delivered through a modern online platform with family office capabilities for more complex situations.
Our Core Wealth Management Services
Investment Management
Goals-based portfolios managed with discipline and transparency. We focus on long-term strategy, tax-awareness, and alignment with your plan—not speculation or hot tips.
Comprehensive Financial Planning
Holistic planning across all major domains—cash flow, retirement, investments, tax, risk management, estate, and education—so every part of your financial life works together.
Behavioral Coaching & Financial Wellness
Our proprietary Money Personality Test (MPT) helps you understand your natural money tendencies and blind spots. We pair that with ongoing behavioral and financial wellness coaching to help you make better decisions and avoid the common pitfalls that derail good plans.
Family Office & Advanced Planning
Support for higher-complexity families—business owners, high-net-worth families, professional athletes and entertainers—with entity and trust coordination, multi-generational planning, charitable and legacy strategies, and collaboration with your CPA and attorney.
NetAdvizor Wealth was created for individuals and families who want more than investment picks
It’s meant for clients who want a thoughtful, integrated plan and a team that understands both the numbers and the people behind them. We combine technology, automation, and a robust online platform with truly personal advice to improve the financial lives of our clients.
Co-founded by Jordan Fulton, MACC, CFP®, NetAdvizor Wealth delivers comprehensive financial planning and wealth management with a strong behavioral focus. We’ve seen that the math of retirement is relatively simple; the behavior required to get there is not. That’s why we built tools like the Money Personality Test (MPT) and added dedicated behavioral support through Financial Wellness Coach, Dr. Linda Barnum, to help clients understand how they naturally handle money—and how to grow beyond unhelpful patterns.
We’re here to help you use your wealth intentionally.
To support your life, your family, and your legacy.
With NetAdvizor Wealth, you get:
✓ A holistic plan that covers your entire financial life
✓ Disciplined investment management aligned with your goals and risk tolerance
✓ Behavioral insight and coaching to help you follow through
✓ A modern, online experience with the depth of a family office for more complex needs
Take the Money Personality Test
Our behavior with money matters more than the math. Our free Money Personality Test (MPT) helps you uncover your natural tendencies, strengths, and blind spots around finances—so you can understand why you make the decisions you do.
Take the MPT and join our mailing list to receive:
A breakdown of your money personality profile
Practical ideas for working with your tendencies instead of against them
Occasional insights on investing, planning, and behavioral finance from the NetAdvizor Wealth team
Ready to shift your money mindset?
We provide holistic financial planning, disciplined investment management, and behavioral coaching so individuals and families can actually reach—not just calculate—their goals.