Turn your financial dreams into reality
Work with an expert advisor who transforms your goals into a clear, step-by-step plan to maximize your financial potential.
Rating is sourced from TrustPilot and current clients of Domain Money Advisors, LLC. No compensation was provided in exchange for testimonials.

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Your money. Mastered.
Get a personalized strategy that connects every part of your financial life. And with a dedicated CFP® professional guiding you, know your money is working harder today while keeping you on track for tomorrow.
Investment &
Equity Strategy
Tax
Optimization
Family & Education
Planning
Cash Flow
Strategy
Insurance
Planning
Real Estate
Optimization
Retirement
Planning
Other
Planning
Meet your money mentor, partner and coach
Work with a dedicated CERTIFIED FINANCIAL PLANNER® professional who knows you. No rotating advisors, no sales pressure, no jargon, and no hidden fees. Just unbiased expertise tailored to your situation.
Transparent Pricing
Transparent, flat-fee pricing. And never any hidden costs or assets under management (AUM) fees.
Actionable Steps
We turn complex topics into clear, actionable steps that move you forward toward your goals.
CFP® Professionals
Delivering unbiased, expert advice as a true fiduciary, acting in the best interests of the client.
All-in-one strategy built around you
Investments
We analyze your entire portfolio, wherever it’s held, and craft a strategy that’s built for growth and tax minimization.
No AUM fees. No account transfers. Just clear advice that can add up to 3% to your annual returns through smarter asset allocation, rebalancing, and tax planning.1


Taxes
We work to reduce your tax burden through an integrated approach that combines tax filing with year-round tax strategy.
From identifying deductions to timely RSU planning, we’ve helped clients save thousands each year.
Retirement
The steps you take now determine how soon you can reach financial independence.
We show you exactly what to save, where to invest, and how to retire on your timeline. There’s a reason people with a written plan are up to 4x wealthier at retirement.2


Cash flow
You work hard and should feel confident your money is flowing to the right places.
We analyze your spending and turn it into a strategy that fuels today’s lifestyle and tomorrow’s goals.
Estate Planning
Make sure you’re protecting the people who matter most.
We guide you through creating or updating wills, trusts, and directives that give you and your family peace of mind.


Real Estate
From buying your dream home to building a cash flowing rental portfolio, we’ll help you make smart moves that build equity without overextending.
Family, Education & Insurance
From college savings to life insurance, we help you prepare for what matters most—so your family’s future feels secure and your bigger goals stay on track.


Other Planning
From debt to long-term care, we cover the details others might miss—keeping your financial future balanced, resilient, and ready for whatever comes next.
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Membership that pays for itself
From smarter tax strategies to better investment decisions, get measurable results that justify the membership cost and then some.
3% higher investing returns
Working with the right financial expert can add up to 3% in net annual returns through better investment decisions, proactive tax planning, and behavioral coaching.1
Up to 4x more wealth
A clear, written financial plan can help you build 2–4x more wealth by retirement—because maximizing your potential starts with having the right plan.2
350+ hours saved
Trying to manage your finances alone is complex and time-consuming. Imagine what you could accomplish with an extra 350+ hours each year.3
1) Vanguard Research, "Putting a value on your value: Quantifying Vanguard Advisor's Alpha," which identifies approximately 3% in potential net returns through financial guidance, proper asset allocation, cost-effective implementation, rebalancing, behavioral coaching, and tax strategies. https://advisors.vanguard.com/insights/article/IWE_ResPuttingAValueOnValue. 2. Based on 2023 T. Rowe Price Retirement Savings and Spending Study that showed individuals with a formal plan were over two to almost four times wealthier than pre-retirees without a plan. https://www.prnewswire.com/news-releases/two-thirds-of-americans-say-their-financial-planning-needs-improvement-301881539.html. 3. Based on a US Bureau of Labor Statistics 2023 American Time Use Survey that showed, among the top Americans who engage in financial planning themselves, they typically spend 59 minutes a day managing their money. https://www.bls.gov/news.release/pdf/atus.pdf
Rave Reviews
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. Some of the testimonials may be shortened for length only and not to distort or improve the overall testimoniy. Profile images are for representational purposes only and do not depict actual client images. Testimonials were selected to highlight the diversity of our CERTIFIED FINANCIAL PLANNER® professionals and not based on client experience, investment performance, or any rating.
How we help you reach more goals- faster
Three simple steps to transform your financial future with expert guidance that evolves with your life





For Illustrative Purposes Only
See how we work with youTraditional advisors often focus narrowly on investment management and charge a percentage of your portfolio (AUM). Domain Money takes a broader, coach-style approach. We build a personalized plan that covers your entire financial life—cash flow, taxes, equity compensation, real estate, retirement, and insurance. You’ll work with the same dedicated CFP® professional for ongoing guidance, with no product sales or commission incentives.
Instead of paying a percentage of your assets (which grows as your wealth grows), you pay one predictable annual membership fee. That fee covers your complete financial plan, regular updates, and unlimited access to your CFP® professional
Every Domain Money advisor is a CERTIFIED FINANCIAL PLANNER® professional. This means they’ve completed rigorous education, experience, and ethics requirements, and are trained to look at your full financial picture. Our advisors act as fiduciaries, which means they’re legally and ethically obligated to put your best interests first. You’ll have expert guidance from someone who knows you personally—not a rotating advisor or call center.
Yes. All Domain Money CFP® professionals are fiduciaries. That means we’re required to put your best interests ahead of our own at all times. Unlike advisors who earn commissions on products, we don’t sell financial products or take referral fees. Our only focus is giving you objective, conflict-free advice to help you make smarter money decisions with confidence.
Absolutely. Most clients work with us as a household, so both spouses (or family members) are included in the planning process. We’ll align your shared goals—like buying a home, funding college, or retiring early—while also addressing individual priorities. You’ll leave with one clear, step-by-step plan that helps your entire family move forward together.
Traditional advisors often charge around 1% of assets under management (AUM) each year. For example, a $1M portfolio could mean $10,000 annually in fees, on top of potential charges for trades, mutual funds, or wrap fees. Some also require investment minimums. At Domain Money, our model is different—you pay one transparent annual membership fee, no matter your portfolio size. That covers your entire financial plan, including tax strategies, real estate guidance, and retirement planning.