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Financial Independence: Your Goal, Our Mission.

At Sapiat, we believe anyone can become financially secure if you commit to the right process. Learn how our fiduciary, fee-only financial advisors help you achieve true financial freedom.
Learn More About Our Approach
With the right plan and enough discipline, financial independence is within reach. We help you get there with our unique personalized process, including financial planning, investment management and ongoing support…. all for one all-inclusive fee. The end result? Financial confidence

Financial Planning and Coaching

Tax-Efficient Investment Management

We’re Independent, Just Like You

As the only fee-only financial advisory firm in Greene County, we’re free of the conflicts of interest so common on Wall Street. That means no commissions and no sales pressure. Instead, we offer only good advice that’s in your best interest.

eBook: How to Change Your Financial Future

Download our complimentary guide that outlines five easy steps to get you on the road to financial independence.
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