# Wealth Being Advisors

> Fee-only fiduciary financial planning firm based in Hermosa Beach, CA, serving mid-career professionals across the U.S. We help clients align mental, physical, and financial well-being through comprehensive planning, investment management, tax strategy, and equity compensation guidance.

Wealth Being Advisors is led by Charley Edson, CFP®. The practice focuses on holistic planning — not just portfolios — for people building wealth alongside meaningful careers and full lives. Engagements are flat-fee and conflict-free.

## Pages

- [Home](/): Overview of the firm, philosophy, and how we work.
- [About](/about): Background on Charley Edson, CFP®, and the Wealth Being approach.
- [Our process](/process): The four-step planning engagement and what clients can expect.
- [Wealth check](/wealth-check): Interactive tool to estimate your path to financial freedom.
- [Insights](/blog): Quarterly long-form articles on planning, markets, taxes, equity comp, and intentional living.
- [Contact](/contact): Book a free 30-minute conversation.

## Optional

- [Disclosures](/disclosures): Regulatory disclosures and Form ADV.