It's personal, not business

a Fee-Only, Fiduciary, Investment Advisor

Your Financial Psychiatrist

Everyone has behavioral biases that are deeply ingrained in our very being. In our daily lives it may serve us well, helping us make minor decisions quicker, but they have the opposite effect when it comes to investing. Only by being aware of and actively avoiding these behavioral biases can investors even begin to make unemotional decisions. Where I provide the most value to my clients is serving as their financial therapist. I help clients identify the behavior bias that is clouding their decision-making abilities and work through it to help them change their financial behavior. It isn’t about finding the next “hot stock” but rather promoting small behavioral changes that promote unemotional decisions and sticking to your plan that we continually update. The true value of a good financial adviser is to be a financial guide, helping you to avoid mistakes and common pitfalls.

Why Work with a CFP® Professional?

Not all Financial Advisers are “Certified”. Is Yours?

Anyone can call themselves a “financial planner” but only Certified Financial Planner™ professionals have completed the rigorous educational and ethical requirements to be truly “certified”.  CFP® professionals are well versed in the complexities of financial planning and only make recommendations that are in your best interest.

 Learn About the CFP® Professional Certification

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Over 60% of Americans have less than $1,000 in liquid savings.
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Nearly 30% of Americans don’t have an emergency fund.
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43% of Americans have not ‘spoken to anyone’ about retirement planning.
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48% of those with a financial plan report living comfortably, compared to 22% without.

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Meet Our Founder

Since beginning his career in 2006, Amit Chopra has successfully worked with clients through many market cycles to help create and manage substantial financial and investment plans. Guided by the moral responsibility to do right, he will thoughtfully help you manage your financial life.