Our Firm's Mission

Little Business Wealth Advisors is a family owned, independent financial and insurance advisory firm whose mission is to provide the highest level of professional and personal service through clear and timely communication, and to fully understand your needs and goals.

We vow to always have your best interest behind any and all recommendations, and will dedicate ourselves to constantly improving our knowledge of the ever changing financial and insurance markets.

We offer a wide range of products and services to professionals, families and small business owners. Working together with our clients we will help define your personal definition of financial success and work with you to translate this into prioritized goals. Our role is to help you create a plan that not only meets your goals, but should also reflect the values that have shaped your life.  

The only way we can accomplish this is be true to our clients (and ourselves) and to be truly independent from proprietary products and companies that incentivize with sales goals. We offer several fee based platforms and will disclose any potential commissions up front so that there is complete transparency and that our recommendations are always in our client's best interest.

Our role is to be your personal steward, not a salesperson.

Please call us if you have any questions about our firm or the range of financial and insurance services we provide.