Who are we?

Honest opinions. Experienced advice. Independence is a choice we make to better serve our clients. Seven Fields Wealth Management was founded in 2013. Our financial advisors have an average of 21 years’ experience and include CERTIFIED FINANCIAL PLANNER™ practitioners, insurance advisors, and retirement specialists. We believe that acting as a fiduciary is the best way to put our client’s interests first. One on one with thoughtful unbiased advice. Know someone who is afraid to ask for directions? We tailor our approach to you. It’s all about you! We’re here to help with the conversations in all aspects of finance; everything from retirement planning, investments, insurance planning, to the most complex in estate planning. We believe that with guidance and a trusted partner you don’t have to go it alone. Whether you need us to be a full-time coach or simply need a bit of direction, we get it. 7 Fields Wealth Management has the experience in helping clients with the toughest questions; just like the ones that you have right now!