Yes, as a fee only Registered Investment Advisor I am held to a fiduciary standard. That being said, many advisors have a fiduciary responsibility yet significant conflicts of interest. I have purpose built this company to reduce as many of those conflicts as possible. Furthermore, I am both a CFA Charterholder and CFP Professional, the two highest regarded credentials in finance.

No. Clients can utilize our advisory services whether they have $10,000 or $10MM.

Of course! I have worked with clients virtually for years, and have built Lever Wealth Management specifically to cater to clients wherever they reside. I'll even make you a deal, I'll visit you if you visit me sometime in 'ol Evansville, IN

First, I will advise on all of your assets, not only the ones held with Lever Wealth Management. However, the funds that are custodied with us will be held at Charles Schwab, the largest public financial institution in the United States.

From time to time if a person has a one off problem that does not require an ongoing relationship we could engage at an hourly rate of $300.

If you have a need and cannot afford financial planning, use our "contact us" form and we will do our best to take care of you.