Holistic Wealth Management Services to Support You, Your Family, and Your Future.

We offer comprehensive financial planning, investment management, behavioral coaching, and family office–style services designed for individuals and high-net-worth families who want a clear, actionable path for their wealth.

Schedule a Wealth Strategy Call


Comprehensive Financial Planning

A full-scope CFP®-aligned plan covering cash flow, retirement, investments, tax, insurance, estate, and education—integrated into one clear strategy.

Investment Management

Professionally managed portfolios tailored to your goals, time horizon, and risk profile, with a focus on tax awareness and long-term discipline.

Behavioral Coaching &
Financial Wellness

Behavioral and financial wellness coaching, grounded in tools like our Money Personality Test (MPT), to help you understand and improve your decisions around money.

Family Office & Advanced Planning

Support for more complex households—business owners, high-net-worth families, professional athletes and entertainers—including entity and trust coordination, multi-generational planning, charitable giving, and legacy strategies.

Comprehensive Financial Planning

We start by building a full picture of your financial life and designing a coordinated plan across all key areas. This becomes your roadmap—showing where you are, where you want to go, and how to get there.

    • Deep discovery around goals, values, and family dynamics

    • Net worth, cash flow, and spending analysis

    • Retirement and financial independence planning

    • Investment strategy design aligned with your plan

    • Tax, risk management, and estate planning recommendations

    • Education and major purchase planning (homes, businesses, etc.)

    • Action checklist with clear next steps and priorities

    • Regular plan updates as your life and circumstances change

    • Flat planning fee, based on complexity and scope

    • Optional ongoing advisory relationship for implementation and monitoring

Talk to NetAdvizor Wealth

Investment Management

We manage your investments with discipline, transparency, and alignment to your plan—not to short-term market noise. Our goal is to help you stay invested with confidence through all cycles.

    • Portfolio design based on your goals, time horizon, and risk tolerance

    • Diversified investment approach using appropriate vehicles

    • Tax-aware management where possible

    • Ongoing monitoring and periodic rebalancing

    • Integration with your broader financial plan and cash needs

    • Regular performance and progress reviews in plain language

    • Assets under management (AUM)-based fee structure, fully disclosed and transparent

Talk to NetAdvizor Wealth

Behavioral Coaching & Financial Wellness

The math of planning is important—but it’s your behavior that determines whether you actually reach your goals. Our behavioral coaching and financial wellness offering, led by Dr. Linda Barnum, helps you understand your patterns with money and build healthier, more intentional habits.

    • Access to our Money Personality Test (MPT) as a free tool to reveal your money tendencies and blind spots

    • One-on-one sessions focused on your unique money story, emotions, and behavioral patterns

    • Support around common challenges: procrastination, avoidance, overspending, fear-based decisions, and “analysis paralysis”

    • Guidance for couples navigating money conversations and alignment

    • Coaching through major life transitions (career changes, business exits, family changes, etc.)

    • Integration of behavioral strategies into your financial plan and investment approach

    • Optional support for next-generation family members as they learn to handle money

    • Available as part of our ongoing wealth management relationships

    • Select standalone or package-based engagements may be available, depending on need

Talk to NetAdvizor Wealth

Family Office & Advanced Planning

For higher-complexity clients, we provide family office–style support that connects your business, your personal finances, and your family into one coordinated framework. This includes not just strategy, but also practical services like household bill pay and coordination with NetAdvizor’s CFO services for your businesses.

    • Coordination with your CPA, attorney, and other professional advisors

    • Support with trust and estate planning strategies (in collaboration with your attorney)

    • Business, equity, and liquidity event planning

    • Charitable giving and philanthropic strategy

    • Multi-generational and legacy planning conversations

    • Household bill pay services with appropriate controls and reporting

    • Integration of NetAdvizor (CFO services) for your businesses with your personal and family wealth plan

    • Consolidated reporting to help you see the full picture: entities, accounts, cash flow, and long-term goals

    • Customized pricing based on complexity, typically a combination of planning and AUM fees, with additional fees for bill pay and administrative services where applicable

Talk to NetAdvizor Wealth

“Having both a comprehensive plan and behavioral support has made all the difference. I’m no longer reacting to the market—I’m following a strategy I actually believe in.”

— Client, Business Owner