Creative success often comes with financial chaos

Long hours in production, unpredictable income, stacks of confusing statements, and no clear plan

Sound familiar?  

We specialize in the unique money challenges faced by creative professionals like you. 

We bring clarity, organization, and, calm to your finances, giving you the freedom to focus on your craft and your vision

See how we can help you get back to what you love.

Schedule a call today.

Our Core Values


Our Core Values: Financial Guidance Tailored to Your Creative Life

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Who We Serve


Our clients are a diverse group, including artists, writers, photographers, designers, architects, filmmakers, and entrepreneurs

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Our Story


Turning Creative Success into Lasting Financial Security

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Different By Design

 

Creative Wealth Blueprint™

Our Creative Wealth Blueprint™ is designed to put you in control of your money and help you make smart financial decisions aligned with your values.

What Clients Are Saying

 

Creative Wealth Insights

As a creative professional—designer, writer, artist, or entrepreneur—you thrive on new perspectives, diverse influences, and fresh inspiration. The same outlook can help you build a smarter, more resilient investment portfolio: by embracing international diversification. At Stone Ridge Advisors, we are strong advocates for international diversification and experts at Morningstar, Dimensional Fund Advisors, Vanguard, and Charles Schwab all agree: diversifying internationally is a key step for long-term success.
Turning 65 is a milestone for anyone, but for creatives—artists, writers, designers, and other self-employed professionals—it brings unique questions about health insurance. Medicare, the federal health insurance program for people 65 and older, can seem confusing, especially if your career path hasn’t followed a traditional employer-based route. Here’s what you need to know to make the transition smooth and avoid costly mistakes.
If you’re a creative professional—a designer, writer, filmmaker, architect or maker of anything—you know that your work thrives on innovation, fresh ideas, and pushing boundaries. But when it comes to investing, the best approach often feels... well, boring. Here’s how you, as a creative entrepreneur, can deal with your natural attraction to novelty while still building lasting financial security.