"How do I optimize my finances to grow for my life goals, while still enjoying life now?"
"Can I afford those spur-of-the-moment concert tickets—and still buy a home next year?"
"How is my spending affecting my future—and how do I get it aligned?"
"What’s the smartest way to invest what I’ve earned?"
"How do I actually act like I’m financially in my 30s?"
Most of our clients come to us with the same questions:
You work hard. Your money should too.
How Wealth Being is different
Creates a highly personalized & comprehensive strategy
No asset minimums
Ongoing tax-aware planning
Fee-only and always a fiduciary
Certified Financial Planner (CFP®) professional
Regular meetings & access
Client portal & cutting edge tech
Wealth Being
General Planning
$1m+ asset minimums
No Tax Planning
Not always a fiduciary and paid by fees
Not always a Certified Financial Planner (CFP®) professional
Minimal contact & support
Old technology
Typical Advisor
Unlock Your WealthBeing OS.
How to get started
Let's make this easy
Step 1) Let's Talk
We’ll have a real conversation about your finances to see if it makes sense to work together. No pressure. No pitch.
Step 2) Get Clarity
We’ll help you understand where you are, and collaborate on where you want to go—and how to get there.
Step 3) Live Wealthy
With ongoing guidance and your finances optimized, you’ll be able to live wealthy—on your terms.
Charley Edson, CFP® // Founder of Wealth Being Advisors
Meet the Founder
You’ve worked hard, built a great career, and are earning more than ever—but you’re still not sure if you’re doing things “right” or in the most efficient way. That’s where I come in.
I started Wealth Being Advisors based on everything I believe about money and life. I work with busy, high-performing professionals in their 30s and 40s who want to simplify, organize, and optimize their finances—so they can spend with confidence, invest wisely, and stop second-guessing themselves.
This isn’t just about building wealth. It’s about using your money to live fully now and in the future.
I’m not here to pitch you a 5-step plan to build an Airbnb empire. I’m here to help you create intentional money habits that support your version of a meaningful, wealthy life—whatever that looks like to you.
Research & Ideas
Explore to learn how to cultivate your Financial, Physical, and Mental well-being.