Invest smartly, spend boldly,
and live wealthy.
Financial clarity doesn't have to mean giving up what you love. We help mid career professionals get organized, optimize their money, and make confident choices about how to spend, save, and grow their wealth.
Structure
Cash flow, savings, and investing automated and intentional. A blueprint that quietly compounds while you live your life.
Accountability
Meetings throughout the year, technology to keep you on track, and proactive nudges around life moments. Nothing falls through the cracks.
Access
Tax pros, estate attorneys, private debt and equity connected to your plan. Wall street access in a boutique firm vibe.
A modern financial planning firm.
More CFO, less stock picker.
Most people think of a financial advisor as someone who only focuses on investments. The real value of a modern advisor is in looking across your entire financial life and acting on the things that actually move the needle for your future self.
That's where I come in. I view myself more as your personal CFO: coordinating cash flow, tax strategy, equity comp, investments, estate planning, and introductions to the right specialists all under one roof, by one person who knows your full picture.
As humans, we're wired for today. That instinct helped humans survive for a long time. But it works against us when we're trying to build wealth by pulling us toward the loud, dramatic moves and away from the smart, compounding ones. My job is to help you care about your future self as much as you care about your today self.
This matters most for high-earning professionals in their 30s and 40s, who are in the wealth-building phase and have historically been underserved by bigger firms. If I do my job well, you'll spend less energy worrying about money and more energy on the life you're meant to enjoy.
How Wealth Being is different
Wealth Being
- 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
Typical Advisor
- General planning
- $1m+ asset minimums
- No tax planning
- Not always a fiduciary and paid by commissions
- Not always a Certified Financial Planner (CFP®) professional
- Minimal contact & support
- Old technology
Charley Edson, CFP®
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.
Common questions, plain answers.
Still wondering about something? Send us a note and we'll get back the same week.
Ask a questionDo you have asset minimums?
How are you compensated?
Is the first call really free?
Do I need to be local?
What does ongoing engagement look like?
How to get started
Let's Talk
A no-obligation conversation to see if we're a good fit to work together.
Get Clarity
Your goals. Our expertise. A clear, written blueprint built for your life.
Live Wealthy
Confident decisions, fewer worries — and a personal CFO in your corner.