Satori Financial LLC

Satori Financial LLC is an independent financial planning-focused advisory firm founded in 2001, offering personal financial advice without financial industry jargon or a requirement for clients to have millions of dollars to invest. They provide a range of services, including ongoing support through Financial Life Planning, one-time financial reviews, and financial analysis tailored to individual situations. With a focus on helping clients simplify and manage their financial lives, Satori Financial aims to align resources with what clients value most, allowing them to build financial independence and live a full, rich life.

As a registered investment advisory firm operating under a fiduciary standard, Satori Financial puts the client's interests first and is compensated only for the services provided, not for selling specific products or investment strategies. With a diverse client base that includes singles, solos, and individuals with traditional employers, Satori Financial specializes in financial advice for those seeking economic free agency and aims to help clients develop their talents and achieve financial independence aligned with their values.

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