Financial Advisors That Understand

At Experienced Wealth Management, we know most people want the financial confidence that a well-crafted and executed financial plan can provide. The problem is that they put this off because they lack the time and knowledge to do it on their own. They also know that this is too important to mess up, so they kick the can down the road, which makes them even more anxious as time goes on. Does this sound familiar?

We are here to help, and we believe that everyone deserves financial confidence. We understand that when it comes to your retirement, you are concerned about running out of money, paying too much in tax, and how to pay for an unexpected health event, just to name a few. That's why we dedicated ourselves to creating and implementing comprehensive financial plans. We act as fiduciaries; many call this the highest standard in the financial industry; we just call it good business.

Whether you are saving for retirement, living in retirement, or have some other goal, we are here to become your trusted, experienced guides.

Here is how it works

Step 1:  We meet with you to find out where you are and where you want to go financially.

Step 2:  We develop an efficient and comprehensive plan to help get you there.

Step 3:  We implement, monitor, and adjust your plan as needed to keep you on track. Meeting and communicating with you regularly in the future.

You deserve financial confidence; schedule a free consultation today.

<b>What's At Stake</b>

What's At Stake


This is too important to screw up, we agree!

We don't want you to run into one of the many financial landmines that are out there.

<b>Experienced Guides</b>

Experienced Guides


Years of dedication, education, and experience have prepared us to guide you through life's transitions. 

<b>Our Value</b>

Our Value


Using our extensive knowledge, dedication, and resources to pursue your goals is just part of the value we bring.

<b>Fiduciaries</b>

We Are Fiduciaries


As Certified Financial Planners, we are fiduciaries. In other words, we act in your best interests. Some call this the highest standard in financial planning and wealth management; we just call it good business.

FREE E-Book
7 Hazards That Could Derail Your Retirement Plan!

FREE E-Book 7 Hazards That Could Derail Your Retirement Plan!

Our knowledge and experience has identified 7 common hazards that can derail a retirement plan. Find out how you can avoid these by signing up for your fee copy of this report.


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<b>What's At Stake</b>

Case Study

Pre-Retirement: Empty Nesters

As life changes, so does your plan. With kids in or finished with college, it time to focus on retirement.



<b>Experienced Guides</b>

Case Study

Pre-Retirees: Less Than 5 Years Out

It is critical to get your ducks in a row prior to retirement

<b>Our Value</b>

Case Study

Retirees

How to not outlive your money, minimize tax, and pass on your wealth efficiently are just some of the issues we focus on.

<b>Welcome to the Family!</b>

Welcome to the Family!

“I founded this firm, Experienced Wealth Management, because I believed that our clients deserve the best in order to achieve their goals — the best investment options, the best technology, and the best wealth management strategies. I aim to give our clients all of these with low, fair fees.”

Patrick Minskey MBA, CFP, ChFC, AAMS
President & Private Wealth Manager

OUR SERVICES

<strong>Where do you want your financial roadmap to take you?</strong>

Where do you want your financial roadmap to take you?

We'll work with you to create a customized financial plan focused on your goals and values.