A values-based firm built on people.
49 Financial exists to help individuals and families do what they love with the ones they love — by simplifying the financial life behind it.
Two Are Better Than One.
The name 49 Financial comes from a simple, ancient idea — that two are better than one because they have a good return for their labor. That principle shapes everything we do.
We bring a team of advisors to every relationship so you benefit from shared knowledge, multiple perspectives, and a steady partner for every season of life.
We believe financial planning is most powerful when it begins with what matters to you — your family, your work, your community — and translates that into a strategy you can actually live by.
The values that guide every plan.
People First
Real relationships are the foundation of meaningful planning.
Two Are Better Than One
Every plan benefits from a team's collective wisdom.
Clarity Over Complexity
We translate the complicated into something you can act on.
Long-Term Partnership
We're here for the next decade and the one after that.
Get to know the team behind every 49 Financial plan.
Our advisors bring deep expertise — and a genuine interest in the people they serve.