Healthy Wealth

Overview

Healthy Wealth is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individuals and families, providing financial planning and discretionary portfolio management for individual clients and small businesses. Its fee model is based on hourly and fixed-fee arrangements rather than percentage-of-assets billing. Healthy Wealth does not identify as an ESG investor, does not operate as a multi-state adviser, and does not describe itself as a pension consultant, capital allocator, or related adviser to another firm.

Assets & Accounts

Investments & Alternatives

Location & Offices