Comprehensive Wealth Services
Address The Needs Of Every Financial Season
Most financial decisions do not stay neatly contained in one category. They affect taxes, family priorities, retirement timing, protection needs, and the way wealth is used over time. Our services are designed to address those connected decisions with advice that is thoughtful, practical, and built around the realities of your life.
Holistic Financial
Planning
Bring your priorities, resources, and responsibilities into one planning framework built around the decisions in front of you.
Investment
Management
Align your portfolio with your goals, risk tolerance, time horizon, and the broader role your investments need to play.
Retirement
Planning
Prepare for the shift from earning and saving to drawing income, creating flexibility, and supporting the next chapter well.
Risk Management & Protection
Review the protections already in place and identify where insurance or other planning tools may need attention.
Tax
Strategies
Consider how investment decisions, retirement income, business activity, and other choices may affect your tax picture over time.
Wealth
Management
Coordinate the moving parts of a larger financial life with advice that takes both complexity and long-term stewardship seriously.
Estate & Legacy
Planning
Plan for how wealth will transfer, how wishes will be carried out, and how loved ones may be supported in the future — with ongoing digital estate planning tools integrated seamlessly into your financial strategy through Wealth.com.
Education
Planning
Prepare for future education costs with a strategy that fits your family’s priorities, cash flow, and longer-term goals.
Executive Compensation
Strategies
Evaluate stock options, deferred compensation, bonus structures, and other employer benefits as part of a broader plan.
Business
Planning
Think through ownership, cash flow, succession, and other business decisions in light of your personal and financial goals.
Divorce Financial Planning
Guidance for navigating settlement decisions, asset division, income planning, and your next financial season.
Military Benefits Planning
Specialized guidance for coordinating military benefits, retirement decisions, survivor considerations, and long-term family planning.
Financial Coaching
Values-based guidance for decisions that go beyond the numbers: just because you can, should you?
Let’s Discuss The Question That
Brought You Here
You may not need every service at once. What matters is having advice that reflects the full context
of your financial life and the choices you need to make now.
Frequently Asked Questions
At Ecclesiastes Wealth Partners, we are compensated in two ways:
- We have a monthly subscription model for financial advisory services.
- Your engagement is a 12-month agreement that renews annually unless canceled.
- Advisory fee arrangements need to be established before your "Strategies and Values" meeting.
- Investment advisory fees are typically 1% or less and are based on strategy and overall assets under management.
Your financial advisory fee can be paid monthly by credit card or ACH from your bank account or investment accounts.
You and your advisor will review the Menu of Services and select a service model that is alignment with your complexity and situation.
- New clients typically have three initial meetings in the first 8 weeks, and then will move to an established service model.
- Established clients typically meet 2x-4x per year.
We encourage clients to reach out by phone, email, or by scheduling a meeting whenever financial questions arise. Our flat-fee structure (rather than hourly billing) is designed to ensure you feel comfortable contacting us so we can help you make informed, confident financial decisions.
Our philosophy emphasizes long-term discipline, diversification, cost efficiency, tax efficiency, and alignment with your life goals and values. We have access to a broad spectrum of investment assets, including individual stocks, exchange-traded funds (ETFs), mutual funds, alternatives, annuities, and private equity. We will design your unified investment strategy through our onboard process.