NewLeaf Financial Guidance is an investment advisory firm specializing in assisting small business owners and their families. Who I work with:
- Individuals and families who (financially speaking) look like me.
- Born +/- 15 years-ish of 1984.
- Small business owners (0-5 employees).
- Higher than average family income (Annual income of $250,000+).
- People with high integrity and moral code.
I don't have the time to waste on non-trusting relationships.
- Those who value advice. Second, please save our time, continue to DIY. In the past decade of working in the personal finance industry, I have been blessed to have the opportunity to serve clients in all walks of life. I believe in the power of sound financial advice and the impact it can have in a person's life. I am the proud father of ever-changing and intelligent young men, Carsten and Simon, and husband to a talented and beautiful 7-8th grade mathematics teacher, Michelle. I am a CERTIFIED FINANCIAL PLANNER™ practitioner. Visit our website: www.newleaffinancialguidance.com
NewLeaf Financial Guidance is a DBA of XYPN Invest, an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”) and notice filed in various states where required. XYPN Invest offers advisory services to clients or prospective clients in jurisdictions where XYPN Invest and its representatives are properly notice-filed, registered, or currently exempt from registration.
