Welcome to Pythia Wealth Management, an independent fee-only Financial Planning and Investment Management Firm. We take great pride in our fiduciary duty towards you, and are not compensated via commissions.
In a nutshell:
- We invest our own money in our portfolios along with clients.
- We make no commissions from trading. Zero.
- No cookie cutter approach. We can customize your portfolio based on your needs.
We offer three portfolios built using the Combined Fund model, an approach that joins the best investment strategies, business improvement methods and ethics practices to achieve your long term-investment goals.
If our portfolios do not fit your needs, however, we can offer custom investment solutions.
If you’re looking for anything between a comprehensive financial plan or help with just one aspect of you finances, you’ve come to the right place. Having a trusted advisor to help you create a financial plan that is in tune with your goals is essential for your future.