WHAT SETS US APART
I don't sell products. I don't work off commission. You pay one price for advice, guidance and support in making the best financial choices in every aspect of your life.
Autumn Lax, CFP®
Founder & Lead Wealth Advisor
Welcome and thank you for stopping by! I am excited to share this journey with you and want to take a moment to tell you a little about myself. I’ve worked in financial services for almost 20 years, beginning in banking and eventually moving into investment management for several large firms within their private client and wealth management departments.
I am a CERTIFIED FINANCIAL PLANNER® with a passion for helping families and professionals maximize their finances and organize money to achieve the future they want. I am also personally committed to supporting financial literacy & education for women. Outside of work, I’m a mom to two amazing kids. I’m also a cancer survivor who loves travel, photography, and the outdoors. I've realized how valuable it is to spend time wisely and I want to give my clients the same freedom and peace of mind. As such, I work with a select number of clients each year so that you truly get personalized advice and attention. It is my goal and commitment to help you feel less chaotic and more sure of your finances!