1. First, how did you decide to start Eudaimonia Wealth, and what was your biggest inspiration or motivator? I’ve spent the majority of my career working with a large…

  1. Since launching your website in 2017, your firm underwent a rebranding from The Cogent Advisor to Cogent Strategic Wealth. Can you tell us a bit more about the…

  1. The Beacon Financial Group story started back in 1996, which speaks to the longevity of your business. Can you tell us a bit more about the backstory of…

  1. When we first chatted in 2018, your firm was Financial Planning Done right. Since then you’ve gone through a rebrand. Can you tell us more about that process,…

It has been a very long spring, but throughout everything that has taken place in the world, we are so grateful that we have continued to work with talented financial…

  1. Let’s start by learning a bit more about Mission: Advice. The name is intriguing and we know that you are a war veteran, so we’d love to hear…

  1. We love the name of your firm, Black Dog Financial Planning! Tell us a bit more about how you landed on the idea to name your company after…

  1. Let’s kick things off by learning more about Tri-Star Advisors and how you got your start. Tri-Star Advisors is an RIA established back in 2009. At the time,…

  1. Let’s start out by learning more about Channel Your Wealth and your journey to starting your business. We are an independent wealth management practice within a firm that…

  1. Ascencion College Planning targets a really unique niche. Tell us about how you got into working with those individuals and families who are planning for college. My step-daughter…