Magister Wealth
Everything in your financial life is connected. We help you become more financially savvy.
Magister is a boutique financial consulting firm for individuals who desire greater understanding about their finances in order to make better decisions. Through a highly personalized, education-oriented approach, we help our clients comprehend and master the behavioral and psychological issues affecting their financial decision-making. What sets us apart from other firms is our belief in empowering our clients to become better stewards of their own wealth. Like a good teacher or coach, we patiently explain and demystify our recommendations and solutions in order to increase our clients’ financial IQ.
We are conscientious about our fees.
Magister is a “fee-only” firm. This means we derive compensation only from what we bill our clients. We never accept sales fees or commissions from any product, service or financial asset we purchase or recommend for our clients. Asset management fees cover ongoing comprehensive financial planning to help further defray your costs. When your financial life is affected, we want to be a resource for you and not an additional expense.
Welcome to Financial Mentorship.SM
PERCEIVE. EMPOWER. CONNECT.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.