Financial Planning & Advice

that Makes a Difference in Your Life

Financial Planning & Advice

that Makes a Difference in Your Life

Fiduciary

Escient Financial  has a fiduciary duty to put your interests ahead of its own, so you can be assured the advice you're given will always be what is believed to be best for you. Learn More

Fee-Only

Escient Financial does not sell any investment products, represent any product or company, and does not receive any commissions or fees for your investing in any specific investments. Learn More

Flat-Fee

Escient Financial makes things simple with a flat monthly fee so you always know how much you're paying and what you're paying for. No percentages. No confusion.

Independent

Escient Financial is not bound by special interests of a larger financial institution, allowing for recommendations of financial investments that are truly in your best interest.

Virtual

Enjoy working with a financial planner/advisor from the comfort of your own home, or anywhere you currently are. You can get started on the path to your financial future with a simple Internet connection or a phone.

Advice-Based

Escient Financial delivers sound, professional financial advice and recommendations to lead you toward achieving your goals. You will not be sold a product.

Find Out More with a FREE Introductory Meeting

The Right Solutions

to Build Your Future with

Financial Services You Can Trust

The Right Solutions

to Build Your Future with

Financial Services You Can Trust

Comprehensive
Financial Planning

Build your financial future with a simple, modern, digital experience that supports your journey to achieving your goals and financial prosperity. Learn More

Investment Advice

Embark on your journey to financial prosperity with supportive, modern, and empathetic investment advice. Escient Financial provides investment advice on traditional investments, as well as digital assets and cryptocurrency. Learn More

Crypto &
Digital Assets

As a Certified Digital Asset Advisor, Escient Financial has the expertise with crypto and digital assets necessary to provide advice on portfolio construction and analysis, self-custody solutions, tax planning, estate planning, and more with crypto and digital assets. Learn More

Find Out More with a FREE Introductory Meeting

Escient Financial's

Core Principles

Escient Financial's

Core Principles

Collaboration

Your financial journey will be collaborative so that we can work as a team and succeed in achieving your goals.

Transparency

Honesty and openness are important to a successful relationship. With Escient Financial you will always know where you stand and what is being done for you.

Privacy

Confidentiality and privacy is important to everyone. With Escient Financial, your information isn't shared with anyone so you can be confident that your confidentiality and privacy are taken very seriously.

Relationships

We'll establish a personal relationship so that you are comfortable discussing your finances and other matters of your life.

Education

As your financial plan is developed and implemented, each aspect will be explained so you understand why the advice and recommendations are being made.

Personalized

Every aspect of your experience with Escient Financial will be personalized to meet your needs and your unique situation.

Find Out More with a FREE Introductory Meeting

RECENT ESCIENT FINANCIAL INSIGHTS

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