Scholar Advising is an independent fee-only investment advisory firm focused on providing individuals with virtual fiduciary financial planning services on an hourly or monthly retainer basis.

Financial advising requires a lot of trust from both client and advisor. We truly believe that each individual’s financial situation is unique and that a successful financial plan requires more than some calculations. This is why we emphasize the importance of building a strong advisor/client relationship and work hard to create and work toward financial goals as a team.

The fiduciary nature of our advice is very important to our core goals managing this financial planning firm. We do not receive commissions and do not have access to your accounts. All advice you receive from Scholar Financial Advising is in your best interest and you’ll never have to question where competing incentives lie.

All of our advisors hold at minimum a Ph.D. degree in finance and, through their academic background, have decades of experience researching and teaching a wide range of financial topics. The ability to break down advanced financial topics is a trait that we value in our advisors and is a skillset that lends itself nicely to building plans for our clients to execute. 

Scholar Financial Advising LLC

Org chart

Teams

Offices