Chart your course to financial freedom
Templer Wealth Management is a Registered Investment Advisor that practices comprehensive financial planning as a fee-only fiduciary to its clients.
Our Mission
Our mission is to serve as a trusted partner for our clients, striving to consistently understand their financial goals, assets and vulnerabilities. We establish comprehensive and dynamic plans for both short-term needs and life-long goals. We chart an optimal course for each client’s unique needs — managing investments, optimizing tax strategies, planning for education and retirement, ensuring adequate insurance coverage, considering estate plans, and facilitating charitable giving. Through ongoing, hands-on support, we want to instill in our clients the financial confidence to thrive and be in a position to lead generous and fruitful lives.
“Twenty years from now, you will be more disappointed by the things you didn’t do than those you did. So throw off the bowlines. Sail away from safe harbor. Catch the wind in your sails. Explore. Dream. Discover.”
– Mark Twain, Great American Writer
Our Promise
We promise to listen with empathy, demonstrate concern, thoughtfully make recommendations, and develop relationships rooted in trust. We are detail-oriented without losing sight of the big picture, serving as an experienced coach and reliable friend.
Our Services
“The wind and the waves are always on the side of the ablest navigator.”
– Edmund Gibbon, Historian
Our background in working at both small and large advisory firms, serving middle-income earners to the ultra-affluent, gives us a perspective that is both deep and wide. You are likely capable of managing your finances well, but may not have the time, expertise, or desire to do so with a measured and evidence-based approach. You may recognize that emotions can prevent you from making wise decisions and appreciate having an objective partner by your side. A trusted professional helps you navigate your financial complexities over time.
Templer Wealth walks with you to serve your interests. We do not sell financial products and do not receive any sales commissions, in order to avoid bias. Instead, we provide ongoing portfolio management and financial planning. As a fee-only fiduciary, your best interests come first. We succeed as you succeed. As a member of the National Association of Personal Financial Advisors (NAPFA), Templer Wealth applies the highest professional standards when advising clients.
Professional Affiliations
Let’s work together
No matter where you are in your financial planning journey, we strive to work closely with you to achieve your goals.