Introducing…

Wealth Management at The Financial Gym

Invest your money with advisors you can trust.

All financial sizes welcome. No asset minimums. No judgment.

    • Interested in investing, but don’t know where to start? 

    • Do you ever wonder what happened to your old retirement accounts?

  • Does your 401(k) statement look like gibberish to you? 

  • Are you looking for someone to ask investment questions to? (And get answers you can actually understand?)

We offer comprehensive investment management services, including:

✚ Brokerage Accounts

Whether you want to start saving for that “someday” house, grow a nest egg for your family, or just build wealth for the future, we can set up a brokerage account for you and manage your investments according to your goals and timeline.

✚ IRAs

Not sure what your IRA is invested in (or whether it’s invested at all)? TFG can open and manage an IRA for you so you know which IRA to open and make sure the investments align with your retirement goals. 

✚ Self-Employed Retirement

As a business owner, you’ve got enough on your plate, but still want to set yourself up for the future. We can work in tandem with your tax professional to help you open the right retirement account for your business situation.

✚ 401(k)s/403(b)s

Through our partner, Pontera, TFG can actively manage your workplace retirement account to ensure your investments are aligned with your overall investment strategy and financial plan. No more sifting through investment options you don’t understand or opting for a generic target-date fund and crossing your fingers for the best.

✚ Rollovers

If you have an old 401(k) (or more!) you need to wrangle, TFG can help you roll them over into an IRA and get your money invested. Rollovers typically involve multiple steps and some paperwork, we take a hand-holding approach to make the process as easy as possible for you.

Why Invest With The Financial Gym?

✚ No Asset Minimums

We work with clients of all financial backgrounds. Whether you’ve saved $100 or $1 million, you deserve access to high-quality, personalized investment guidance.

✚ Human-First Approach

AI and robo-advisors can be helpful, but they can’t optimize your investment strategy like real advisors can. Investment strategy varies greatly from person to person based on your situation.

Our team takes the time to understand your goals and values so we can help you invest with intention and make sure your investments are right for you. Plus, you get a higher level of access with us compared to traditional advisors who meet with you once a year and rarely explain the basics of investing.

✚ Continuity and Trust

We’ve always helped you manage and grow your net worth through coaching — now we can help you take your wealth to the next level. Our investment services are an extension of the financial coaching you already love and trust.

✚ Inclusive and Mission-Driven

Unlike robo-advisors or traditional firms, we are committed to bringing high-quality 1-on-1 investment services to everyone. The Financial Gym is built to serve people of all financial shapes and sizes, not just the wealthy few. We believe in financial freedom for everyone, and we’re here to support you every step of the way.

✚ Fiduciary Standard

As fiduciaries, we are legally committed to acting in your best interest — always. No commissions. No hidden agendas.

✚ Proactive Retirement Management

According to Pew Research Center, retirement accounts represent 27% of household net worth. That’s a lot of money to leave up to chance! Just because you have a 401(k) with employer-picked investment options doesn’t mean you are getting the most of your money. Our advisors can take over your 401(k)’s to rebalance and implement investment strategies that may have better outcomes than if you do it on your own.

✚ Combine with Coaching

Adding our investment services to your Financial Gym coaching membership takes all the guess-work out of your finances. You get accountability, financial tech, and investment management under one roof with the Trainers you already love and trust.

✚ No Conflicts of Interest

Did you know that many advisory companies are owned by larger financial services firms like insurance companies? There are plenty of amazing advisors who work for these companies, but it’s nearly impossible to avoid the end goal of the parent company—which is to sell people insurance or financial products they don’t need. Our Advisors are not incentivized to sell you anything.

Book An Info Call To Get Started:

Frequently Asked Questions:

✅ How much does it cost?

We offer comprehensive investment management services for your entire portfolio for a fee of 1.00% per year, conveniently billed at 0.25% each quarter.

✅ I have a few questions before I get started. Who can I talk to?

If you’re already a client, you can reach out to your Trainer directly to learn more about our investment services. If you’re not currently a client, we offer free informational calls so you can ask all your questions and feel confident in your decision. Click here to book an informational call.