At Beyond Tangible Wealth, we help families, athletes, and business owners make confident financial decisions rooted in what matters most. With a planning-first approach and ongoing coaching, we guide you through wealth building, business transitions, and life’s financial crossroads.
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who we serve
Guiding Families, Athletes, and Business Owners
Family-owned Businesses
Family businesses carry legacies, values, and challenges as unique as the families behind them. We grew up in family-run businesses ourselves, so we understand the decisions you face. Whether you’re growing, planning an exit, or balancing family dynamics, we’ll coach you through each step with confidence.
Current & Former College Athletes
Your time as an athlete shaped your values and the way you approach life — including money. As a former college athlete, our founder knows the shift from sports to the next chapter can be challenging. We help you create a game plan for your financial future that fits who you are beyond the scoreboard.
Families With Kids in Competitive Sports
Supporting your student-athlete takes sacrifice, dedication, and careful planning. We understand the balance between preparing for your own future while investing in theirs. We’ll help you build a financial plan that makes room for both.
Family-owned Businesses
Family businesses carry legacies, values, and challenges as unique as the families behind them. We grew up in family-run businesses ourselves, so we understand the decisions you face. Whether you’re growing, planning an exit, or balancing family dynamics, we’ll coach you through each step with confidence.
Your time as an athlete shaped your values and the way you approach life — including money. As a former college athlete, our founder knows the shift from sports to the next chapter can be challenging. We help you create a game plan for your financial future that fits who you are beyond the scoreboard.
Current & Former College Athletes
Families With Kids in Competitive Sports
Supporting your student-athlete takes sacrifice, dedication, and careful planning. We understand the balance between preparing for your own future while investing in theirs. We’ll help you build a financial plan that makes room for both.
We don’t sell products — we coach you through financial decisions grounded in your values and a clear, confident plan.
Why Us
Get to Know UsOur story began in 2007 when Brian first entered the financial advising world. Over the years, his mission became clear — to move away from the typical sales-driven model and replace it with long-term coaching built on trust. Today, we’re here to help you reach tangible goals anchored by your most important values.
What We Solve
Learn MoreFinancial Planning
Wealth Management
NIL Planning for Current & Former College Athletes
Business Owner Financial & Exit Planning
How We Plan
We believe financial planning starts with listening. By focusing on your core values, we help you create a plan that supports both your financial goals and personal priorities. Through consistent coaching and ongoing conversations, we’ll help you navigate whatever comes next.
Where To Meet
Schedule a Call →- In-person
- Virtual
- By phone
- Or using other tools (just ask)
When To Meet
Schedule a Call →- On-demand scheduling
- Regular, recurring meetings
- Client-only Q&A text line
Connect With Us
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Our Story & Insights
A Deeper Dive Into Our Values and Perspective
What Employers Should Understand About Providing Life Insurance Benefits
A Fresh Financial Start This January: Your Guide to Building Strong Money Habits
Maximize Your IRA and HSA Contributions Before Tax Day
4 Smart Financial Moves to Make Before Year-End
Turkey Talk: 5 Financial Topics Advisors Discuss at Thanksgiving
5 Key Advantages of Outsourcing Payroll and Bookkeeping
Small Businesses: Rethinking 401(k) Accessibility
Understanding the One Big Beautiful Bill Act
What OBBBA Means for Seniors
Fall Into Good Financial Habits This Year
One Big Beautiful Bill Act: Essential Client Insights
Back-to-School Financial Planning Tips for a Smooth Transition
Avoid Costly Year-End Tax Surprises
Answers to Common Payroll FAQs for Business Owners
Moody’s Downgrade: Navigating Financial Challenges
FAFSA Deadline: Secure Your Financial Aid Today
National Annuity Awareness Month: A Stable Path to Retirement
Understanding Bear Markets and Their Impact on You
Understanding Financial Trends: 5 Key Economic Terms
Social Security Fairness Act: Key Changes for Retirees
Let’s Connect
Start Planning With Confidence
Whether you’re ready to dive in or just exploring your options, we’re here to help you take the next step with clarity and confidence.
