Fearless Finance

Our Mission: We wake up every morning to enhance people’s wellbeing, reduce financial stress and increase financial fearlessness by providing fiduciary, affordable financial planning advice by the hour.

Who we are

Fearless Finance is a Registered Investment Advisor with the SEC. Every Financial Planner at Fearless Finance is a fiduciary and will act in your best interest only. We charge clients by the hour (down to the quarter hour) and you pay for the time you are actually meeting with your planner only (Premium, Concierge and Accountability fees differ). You can quit at any time, no strings attached. We don’t take commissions or manage money, so no minimums. Your financial challenges are not too small for us and neither is your bank account.

Frequently asked questions

We know you have questions and we want you to get all information you need. If you don’t see your question here, please email us at hello@fearlessfinance.com

Learn more

How do I choose a financial advisor at Fearless Finance?

You can take a look at each planner’s profile here at Meet your advisor. See who makes the most sense for you. If you don’t have a preference, you can indicate “no preference” and we will match you as best we can. You can always change planners if the chemistry isn’t right.

How is Fearless Finance regulated?

Fearless Finance is a Registered Investment Adviser, regulated by the SEC and we are able to take clients anywhere in the United States and US citizens living abroad. We can under certain circumstances, work with foreign nationals living outside of the US. If you are not a US citizen and NOT living in the US, please email help@fearlessfinance.com for more information.

When was Fearless Finance founded?

2016

Can you work with anyone anywhere in the US?

Yes, we are regulated to work with anyone in the US and most US citizens living abroad. If you’re living abroad, let us know and we will let you know if we can work with you.

Our core values

We believe our core values are key to being able to deliver on our Mission. We live our values everyday:

Delight

We want to delight you. We want you to leave each meeting feeling more confident about your finances and that you got more than you paid for.

Knowledgeable

We geek out on personal finance. We read, watch and listen to as much information about financial planning as we can. We’d rather talk about financial planning than anything else.

Empathize

Meet clients wherever they are on their financial journey. We’ve been there too. We don’t judge and we don’t shame. We listen and empathize.

Achieve

Our goal is to help you achieve your financial goals. We want to support you as you take action toward achieving your goals.

Trust

We’re a trusted advisor who will always be there for the client. Any time something financial goes bump in the night, we’re there for you.

Giving back

At Fearless Finance our mission is enhancing well being for our clients. In addition to being a trusted advisor to our clients, we also believe that we enhance well being by giving back to our community. Fearless FInance believes deeply in being in service to others and we have several areas in which we focus our community service funds and efforts.

Our community service efforts

Financial literacy and education

We love using our financial knowledge to provide financial literacy to support organizations that are working to make the world a better place. Fearless Finance Team members have donated time to provide financial literacy education and tax services to:
● VITA
● EDWINS Leadership & Restaurant
● DC Public Libraries

Local community organizations

Playing an active role in our vibrant communities has always been part of our mission. Team members are spread out across the United States and donate time and money to these local community-focused organizations.
● YMCA
● George Washington’s Mount Vernon
● PEO
● Women’s Leadership Guild

Medical research

Cancer and illnesses have touched all of us in the Fearless Finance Team. Because of this, we are contributing to fund research, education, and treatment to end cancer.
● Memorial Sloan Kettering Cancer Center
● Leukemia & Lymphoma Society

Pets and animal rescue

The Fearless Finance Team loves our 4 legged friends! Through adoption efforts, financial support, and volunteerism, we love helping animal rescue associations provide a safe place for animals as they find their forever families.
● Whitman County Humane Society
● City Dogs Rescue
● ASPCA

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