We’re on a mission to create community and simplify lives so everyone has the opportunity to achieve what's most important to them.
Community
Do you enjoy being a part of a team that uses every member's skills to help each person reach his or her potential?
Simplification
Do you seek to minimize complexities to improve your life and the lives of those around you?
Excellence
Are you constantly striving to improve so that you can be a better help to others?
Authenticity
Are you committed to your principles and values, so that others can rely on you?
Testimonials
“I wake everyday feeling extremely grateful for the opportunity to serve my clients and define success as a female in this industry- I can honestly say I wouldn’t want to do that anywhere but at 49 Financial.”
Rachel Gurinsky
“49 Financial as a company is for the flourishing of its clients, the advisors, and the communities we are a part of, which make it so easy to wake up passionate for the day ahead.”
Tim Rodgers
“49 Financial has given me the daily opportunity to create more intentional relationships as clients are humbly served, advisors are fearlessly led, and family/friends are deeply loved.”
Michael Wuest
Creating community.
We seek opportunities to invite our potential clients and colleagues to join the 49 community.
Simplify lives.
We strive to make financial planning or becoming an advisor less complicated so that those in our community can enjoy simpler lives.
A transformative training program for young entrepreneurs that simplifies the path to becoming a financial advisor.