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What We Do

Helping Make Your Dreams Reality

Few people reach true financial freedom, primarily because of the lack of consistent planning and disciplined execution.   At Sapiat, we provide services designed specifically to help you achieve your goals.  

Independence Pays Off

As the only fee-only advisor in Greene County, we’re different.  We don’t accept commissions, so there are no sales.

Instead, we act as your fiduciary, always doing what’s best for you.  Additionally, as an independent firm, we are completely product and brand-neutral in all things. We’ll simply find you investments that meet your needs, always striving to keep more of your money working for you.

Our independence also means we can gather research from any source, not just biased reports from a parent company’s employees. So we are free to tap the brightest minds in economics, politics, and finance.  This flexibility helps us provide better advice.

We can also utilize any technology or tool available in the market. That way we can offer you great platforms to access your information so you can easily stay up to date and motivated.

Straight Talk

Another necessary ingredient to your success is honest and straight talk.  Since we are giving you advice on life-altering decisions, we believe complete honesty on both sides is imperative.

We won’t simply agree with you if we know something will stop you from reaching your goals.  But we’re also understanding and approachable, knowing we’ve probably been in your shoes at some point in our lives.  Our goal is to help you reach your goals and to do that right, sometimes frank discussions are needed.  That can make a difference.

Translating to Plain English

You’re busy so you don’t have time to translate jargon to normal language.  We get it!  At Sapiat we’re careful to explain things in everyday terms to save you time and frustration.  You’ll find our financial plans are also written in plain English so they are easy to review and understand.

Ongoing Coaching and Unlimited Support

Your financial plan will mean little if it doesn’t produce results.  To ensure you stay on track with it, we meet with you face-to-face or online on a regular schedule.  This will help you stay accountable and on track to achieve your goals.

Learn more about our services:

Comprehensive Financial Planning

Investment Management

As the only fee-only advisor in Greene County, we’re different.  We don’t accept commissions, so there are no sales. Instead, we act as your fiduciary, always doing what’s best for you.

Free Financial Check-Up

Are you on track to meet your financial goals? Schedule your complimentary check-up today and we'll work with you to achieve true financial freedom.
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