ARE YOU EDUCATED ON YOUR
FINANCIAL SITUATION?
TRUST
Earning your trust is our top priority. We want to get to know you and ensure it's a good fit for both of us. That’s why we don’t rush the relationship in our on-boarding process.
TRANSPARENCY
You’ll know what you’re getting with us, period. Whether it be our process or our simple fee structure; we won’t surprise you.
FEE-ONLY
One of our fundamental beliefs is that fee-only, transparent, and simple pricing are crucial to serving our clients’ best interest. We make it easy to understand and you know what you’re paying us to serve you.
EDUCATION
We want you to feel empowered as we walk through our education-focused approach together. We also offer free education through our Wine & Wealth events, our blog, and our weekly videos!
WHAT WE DO
Minerva Wealth Planning serves individuals, families, and small businesses by taking a hands-on approach to engage, educate and execute on their financial goals and objectives. We help with any and every financial decision that crosses your path and help build your vision for life.
