You don’t have to wait for retirement to live your best life

Start Planning Today

One simple monthly subscription unlocks access to expert financial planning and world-class asset management

Business Done Better

Traditional financial advisors charge a percentage of your portfolio. This means their fees get bigger as your wealth grows.

And if you don’t have enough money to start, they’ll often ignore you or sell you products you don’t need.

Reflective Wealth works differently.

We charge a flat monthly fee for clearly defined services. That way, you keep more of your hard-earned money. And know your best interests are being taken seriously.

Two Service Tiers

  1. Elite Wealth Management for those with at least $1 million to invest

  2. Personalized Wealth Building for those who don’t

Wealth Management

For couples and individuals with $1 million or more to invest

 

Imagine having your own personal pension fund. Managed by professionals who have managed money for Fortune 500 companies and some of the biggest public pensions in the world.

 

That’s exactly what we’re talking about.

You’ll work with investment specialists with decades of experience managing institutional assets through multiple market cycles.

$1,250 / month

(deducted from managed accounts)

Wealth Building

For couples and individuals building toward financial freedom

 

Tired of having the door closed on you because you don’t have enough money saved to meet the standard minimum investment thresholds?

 We hear you. Loud and clear. And we’re throwing the door wide open.

Because you deserve the same opportunity to live your best life as the millionaire class. Our goal is to help you get there.

Starts at $250 / month

(ACH transfer or deducted from managed accounts)

Reflective financial planning helped me transform from a life I hated into a life I love.

My corporate career ended in flames. I burned out hard after 14 years in a culture that clashed with my values — and pulled me away from my family. Eventually, I realized the truth: I was living someone else’s version of success.

So I created a plan. And I walked away.

I began prioritizing my family. And I pursued work that aligns with my values. This is how Reflective Wealth was born.

Today, through thoughtful financial planning and wealth management, I help my clients create lives they never want to escape from — lives they’re proud to call their own.

My biggest regret? Not planning sooner. But that’s the beauty of it — my clients get to skip the mistakes I made. And that makes me pretty happy.

Bryan Huhn, CFP®

Founder of Reflective Wealth