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Financial Confidence Starts Here
Domain Money’s Certified Financial Planners® (CFPs) don’t just give advice—they create actionable plans that move you forward. Whether you’re navigating financial independence, building wealth, or planning for a brighter future, we provide clear, personalized strategies—all for a flat, predictable fee.
An Expert That Knows You
Personalized guidance from your dedicated CFP® professional, who knows and understands your goals.
Actionable Roadmap to Your Goals
We break things down into a realistic, step-by-step plan that fits your lifestyle and accelerates progress toward your goals.
Tax-Smart Strategies
From maximizing deductions to optimizing RSU’s, take advantage of tax strategies designed to help you keep more of what you’ve earned.
Ongoing Support, On Your Terms
Life changes and your plan should too. Your CFP® professional is here for every twist and turn. No jargon or cookie-cutter advice. Just simple, clear advice that keeps you moving forward.
Flat Fee, No Hidden Fees
Our flat, transparent pricing ensures you never pay asset under management (AUM) fees.
Boost Your Returns
Good financial advice can improve your returns by up to 3% per year*. We analyze your investment portfolio and provide recommendations based on your goals.
Built to Support You
at Every Stage
Your life changes—your financial strategy should too. Get a clear, actionable financial plan to get ahead and ongoing support to help you stay ahead.
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"Domain Money rocks! My CFP quickly grasped our diverse financial history and presented an actionable and understandable strategy. I would highly recommend Domain, as peace of mind for my family's future is priceless!"
- Brian P.
"Domain Money was amazing! They provided a detailed analysis of our financial situation, plan, and some value-add recommendations to help us move the needle further!"
- Zack W.
"Domain is amazing! They tailored my plan and action items so that all of my goals feel within reach. My advisor is beyond encouraging and makes me feel proud of my overall financial outlook!"
- Tracy Z.
"Domain Money rocks! My CFP quickly grasped our diverse financial history and presented an actionable and understandable strategy. I would highly recommend Domain, as peace of mind for my family's future is priceless!"
- Brian P.
"Domain Money was amazing! They provided a detailed analysis of our financial situation, plan, and some value-add recommendations to help us move the needle further!"
- Zack W.
"Domain is amazing! They tailored my plan and action items so that all of my goals feel within reach. My advisor is beyond encouraging and makes me feel proud of my overall financial outlook!"
- Tracy Z.
"Domain Money rocks! My CFP quickly grasped our diverse financial history and presented an actionable and understandable strategy. I would highly recommend Domain, as peace of mind for my family's future is priceless!"
- Brian P.
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
Step 1
We start with a deep dive into your priorities, goals, and analyze everything that touches your financial life.
Step 2
From spending to taxes to investments, we create a clear, actionable plan that works for you.
Step 3
No jargon. No fluff. Just a detailed, step-by-step guide to help you make smarter money moves and maximize your financial future.
Step 4
Your dedicated CFP® professional is always available to help you make your money work harder as your life evolves.
Ready to take control of your financial future?
Get a plan that grows with you.
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