Personal Financial and Business Exit Planning Strategies
Enlightened Finance LLC is a fee-based investment advisory firm and assumes a fiduciary role for clients.
We are comprised of advisors determined to help individual and business clients make strategic financial and exit planning decisions in their best interest. All advisors have many years of experience and some advisors are CPAs and Lawyers. We offer a broad geographic perspective from California to Texas, to Michigan.
In Pursuit of What is Best for our Clients
We pride ourselves on the boutique nature of our business.
This allow for highly customized service as well as direct access to decision-makers. We are also able to avail ourselves to the latest ideas, technologies, or strategic relationships in pursuit of what is best for our clients.