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Financial Advice for Artists & Creatives
Financial Planning for Artists, Musicians, & Creatives
transform your creative success into financial stability
Registered Investment Advisor in Durham NC
Keep It Easy

Have a quick question?

Want to a discuss a financial concern, need help understanding a confusing topic, or just want a second opinion? Sign up for weekly Office Hours for informal & honest feedback with no strings attached. Thanks!

We help you bridge the gap between your creative passion and your financial health with values-based investing & financial planning specifically tailored for artists, creatives, and self-employed professionals.

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We specialize in creating personalized strategies to help you stabilize finances, ensure future security, and find peace of mind.

Start building confidence with a 21-Point Wealth Builder Checklist.

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