Design has Power

As a Designer,

You can change the World


Left Brain or Right Brain?











Most "financial advisors" are only trained and live their professional lives using the left side of their brains

Did you know there are 4 major styles of communication?

That means financial advisors who don't understand that differences exist in the ways we communicate, will only have a 25% chance of communicating in a way that resonates with you

It's no wonder so many designers feel left out

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"The question of what you want to own is actually the question of how you want to live your life." - Marie Kondo


Why We Love Working With Designers

Growing up in High Point, we watched twice a year as designers and furniture manufacturers from around the world came to town and transformed our downtown. It was exciting and energizing, and each market would leave us not only inspired, but more curious. We've had so many friends and family members connected to the furniture world, that we've always been surrounded by it and the people that make up the industry.


Simply by being in the presence of designers created an admiration and deep respect for those who have the gift of the creative process. To take an idea and start to shape it, to improve it, to make the necessary adjustments, and to finally bring it to life, is spectacular. Designers create something tangible that will impact and improve the lives of other people.


That's why we love design


Familton Fenn - Own work, CC BY-SA 4.0,

Showplace in High Point, NC

We knew "wealth management" was in desperate need of a face lift, and we weren't going to hold our collective breath and wait for the industry to change. Bland suits, dated office spaces, and tired industry jargon just won't work anymore. Who still wants to analyze spreadsheets or read hundred page investment plans?

As a designer, you didn't create your company to be stuck looking at numbers. You built a company so you could create something wonderful to share with the world. We totally get it. That's why we set out to create an independently owned firm designed to cater to you.

We call it Financial Design

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As we made the shift to independently own our financial planning practice, we knew the perfect fit would be to serve Design Professionals. Creative people are the right kind of different. You have a different way of thinking, communicating, learning, and see the world through

a totally different lens.


You probably don't fit

with just any advisor

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Proud Industry Partners


FREE 5-minute financial checkup

to gain CLARITY on where you are today

Are you on track with your retirement savings?

Do you have enough saved for a large purchase?


Contact Us

4035 Premier Drive, Suite 201

High Point, NC  27265

(Smith Leonard building, second floor)

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Phone: 336-781-4525

Toll-free: 888-988-6101

Fax: 336-885-0421