Start Building Your Legacy
Tailored Solutions For Every Stage of Life
Plutus, The Greek God of Wealth
He was blinded as a child by Zeus in order to distribute his gifts of wealth without prejudice. Plutus is often depicted as a boy in the arms of Eirene, the goddess of peace, as prosperity is the gift of “peace”. Additionally, he was known to take his time to arrive.
We find these qualities to embody the work that we do. We don’t have asset minimums or net worth requirements and we believe everyone is entitled to sound financial advice. Similar to how Plutus took his time to arrive, we believe that the proper planning process takes time to create and maintain. We work with our clients to make sure no stone is unturned as they enter each stage of life.
About Plutus Financial
At Plutus, we blend innovative financial services with a commitment to integrity and local engagement. Our comprehensive solutions are powered by a team of experienced professionals—discover their stories in our team bios. Then, see firsthand how our dedicated community outreach initiatives are making a lasting difference.
Our mission is to be your trusted financial
resource through every stage in life.
Our Process
We work with our clients to build a customized financial plan, starting by gaining a full understanding of where they are today and where they want to go. We help them navigate the complexities of an ever-changing economic landscape, while challenging conventional solutions and delivering unbiased strategies centered around their circumstances.
1
Initial Consult
2
Fact Finding
3
Plan Review & Recommendations
4
Implement Recommendations*
5
Monitor & Review Frequently
* Financial plan recommendations can be implemented with the advisor of your choosing.
Implementation of specific products or services may result in commissions or fees outside of the financial planning fee.
Implementation of specific products or services may result in commissions or fees outside of the financial planning fee.
Real People Real Results
The Plutus experience aims to transform financial planning from an overwhelming task into a rewarding journey toward your most important goals.