Wealth
Your Goals
Specialized in tailored Long Term Planning Solutions
We Listen, Think Independently, Advise & Take Action
Integrity
We are accredited by the Better Business Bureau with an A+ rating. We uphold the highest ethical standards in every interaction, ensuring transparency, and trust in our work.
Client Focus
We uphold the highest ethical standards in every interaction, ensuring transparency, and trust in our work. We prefer face-to-face and in-person interactions.
Risk Resilience
Every unique plan, product, and program is designed to mitigate risk.
Expertise
Licensed and insured in 12 states. Numerous certifications. Masters education. We collaborate with experts of the same caliber in developing your strategies.
You’ll Know What
Licensed Insurance and Financial Adviser
You have some things in mind. Let us discuss them and give you answers, and see if we are a fit.
FAQ’s
Questions to us
What do you offer?
A solid plan ought to cover a thorough look at your personal goals and aspirations, alongside an evaluation of your current situation. Unlike most accredited advisors, we will tell you that we are only 1 piece.
We are not a CPA, CFP, or estate attorney. Likewise, they are not us. We work with these professionals and use them personally.
With no “skin in the game,” we can refer you if you ask. However, we prefer that we work with your existing professional relationships if you have them.
We can be the holistic “quarterback” if you choose. It is common that we spend time educating existing professional relationships to everyone’s benefit.
Can you help me plan for retirement?
Retirement age varies widely from person to person. The big question is whether you’ve got enough saved up to support the lifestyle you’re aiming for, especially since retirement could stretch on for 30 years or longer. Your income during those years will likely come from a mix of sources: retirement accounts and savings, a pension if you have one, brokerage accounts, Social Security payments, annuity income if you’ve set that up, and any other investments you’ve built over time.
What don't you offer?
We base our investment approach on evidence and decades of market history, not guesswork about the future. Research shows market timing doesn’t work. Instead, we focus on what you can control: risk, asset allocation, costs, and taxes. Emotional decisions often hurt long-term returns, so we aim to avoid those pitfalls.
Diversification lowers risk—not just by holding many assets, but by mixing company sizes, sectors, and balancing stocks and bonds. Risk can’t be erased, but it can be managed.
We keep expenses low with cost-effective mutual funds and ETFs, since high fees can erode even a well-diversified portfolio’s gains.
Taxes matter too. While unavoidable, they can be minimized with a smart, tax-aware strategy.
Will I have a dedicated advisor?
Absolutely, you’ll have your own personal advisor. At Execor, we’re all about building a strong, one-on-one connection between you and your advisor. We know everyone’s financial path is different, so we pair every client with a dedicated advisor who’s focused on getting to know you and helping you reach your unique financial goals.
