BOOK YOUR FREE STRATEGY SESSION
See how Domain Money works
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Unique to You
Get expert guidance that’s tailored to your unique situation.
Smart Tax Strategies
Take advantage of tax strategies designed to help you keep more of what you’ve earned.
Reach Your Goals Faster
Get an action plan mapped to each one of your goals that’s designed to help you reach them sooner.
Save Time, Gain Clarity
Get all of your questions answered. Our judgment-free approach turns complex topics into simple, clear advice.
Flat Fee, No Strings Attached
Pay a flat fee for expert advice. There are no hidden fees and no asset under management (AUM) fees.
Boost Your Returns
Good financial advice can improve your returns by 3% per year*. We analyze your investment portfolio and provide recommendations based on your goals,
All-in-one financial planning, made easy.
"Katy was so thorough. She was straight forward, had clear guidance, and was extremely knowledgeable. She went much deeper than any other financial advisor I have worked with in the past."
- Emily W.
"Brian has been exceptional in understanding our financial situation and adapting his methods to suit our specific needs. Thanks to his tailored approach, we feel confident and in control as we move forward with his plan."
- Eric C.
"Adrianna helped us with significant analysis on our financials but also approached our conversation in a way that made it not 'scary'. We'll be coming back to check in for future needs and to keep us on track!"
- Kristin R.
These testimonials are from current clients of Domain Money Advisors, LLC (Domain). No compensation (non-cash or otherwise) was provided in exchange for these testimonials. Domain does not have any material conflict of interest with the persons giving these testimonials
Start making plans for the rest of your life. Sign up for a free Strategy Session and accelerate your journey toward financial freedom.
BOOK A FREE STRATEGY SESSIONStep 1
Your dedicated CFP® gets to know you and your goals.
Step 2
We analyze every aspect of your financial life and build your custom financial model.
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Step 3
We create a detailed financial plan and action items that align with your goals.
Step 4
Your dedicated CFP® is available 24/7 to answer questions, and help implement your plan.
Click here to learn more and see the full terms & conditions.
We offer 3 pricing plans based on your needs and the complexity of your finances. All plans are a flat fee for the entire engagement.
Our CFP®’s were hand-selected based on their expertise and prior client satisfaction. They meet all 4 of the CFP® Board’s certification requirements (Education / Exam / Experience / Ethics) and average 8+ years of experience at firms like Goldman Sachs, Citi, and Morgan Stanley.
All plans include a detailed written plan, financial model, current assessment, detailed action items mapped to your goals, 90-minute plan delivery, 60-minute implementation session, 1 month of CFP® phone access, and unlimited CFP® emails. Strategic and Comprehensive plans cover additional financial topics, have longer written plans, and provide more 1:1 access to your CFP®.
Yes. As a Registered Investment Advisor (RIA), we do hold a fiduciary responsibility. This simply means we're legally obligated to always act in your best interests. But that's how we roll anyway—our team of CFP® professionals adheres to high standards for ethics and confidentiality. Your financial well-being is always our top priority.
Our process is designed to make it easy to self-manage your portfolio. We’ll provide investment portfolio analysis and recommendations for you to implement. Or we can also build a fully custom portfolio for you from scratch. We can recommend alternatives if you want to move a brokerage account and even assist with account setup and/or making trades. Note that we do not get paid anything for new account setup or trades.
