We believe wealth management should be as personal as the life you’re building. Rooted in the communities we live and work in, we bring an objective, values-based approach to helping you grow, protect, and enjoy your wealth.When you walk through our doors, you’re not just another client. You’re part of the family.
Our Philosophy
At Exemplar Financial Network, we believe true wealth is more than numbers — it’s about achieving personal prosperity and lasting success. As your Personal CFO, we guide you with purpose, helping you create a clear pathway to a future beyond what you thought possible.
Unlock 7 Wealth Moves That Could Change Your Family's Future
Discover the Simple Shifts That Could Help You Seek to Protect and Grow What Matters Most
Your Pathway to Success,
Clearly Defined
At Exemplar Financial Network, we believe lasting success begins with clarity and intention. That’s why we help you define where you are today, envision where you want to be, and design your personalized Pathway to Success to help you get there.
Your advisor walks beside you—refining the plan, navigating life’s changes, and keeping you focused on what truly matters.
It’s your future.
We’re here to help you pursue it with purpose.
1
Introductory Meeting
Agree to Proceed
2
Discovery
Gather financial data, define goals
3
Analysis
Assess financial situation
4
Financial Plan Delivery
Review plan, answer questions, make adjustments
5
Implementation
Execute strategies, open accounts, legal docs
6
Ongoing Communication
Periodic check-ins, portfolio monitoring, updates
Recent Insights
Frequently Asked Questions
What makes Exemplar Financial Network different from other financial advisors?
Exemplar offers personalized wealth management with service that feels like family. We take the time to understand your goals and values, then build a clear Pathway to Success™ that adapts with you.
What is a Personal CFO and how does that benefit me?
At Exemplar, your advisor acts as your Personal CFO - bringing together all aspects of your financial life into one strategic, coordinated plan focused on clarity, purpose, and long-term success.
Do you only work with clients in your local area?
No. While we're deeply rooted in our communities, we serve individuals and families across the United States with the same personal attention and values-based approach.
What types of clients do you typically work with?
We work with high-earning professionals, retirees, families, business owners, and emerging investors - anyone looking for a personalized, purposeful financial strategy.
How do I get started with Exemplar Financial Network?
Our process begins with a no-pressure introductory conversation to understand your goals. From there, we define your objectives, calculate your personal rate of return, and create your custom plan.
What types of investments will my advisor recommend?
Investment recommendations depend on your goals, risk tolerance, and timeline. Your advisor may suggest a diversified portfolio that could include stocks, bonds, ETFs, mutual funds, and alternative strategies.
What should I look for in a financial advisor?
Look for an advisor who puts your interests first, offers personalized planning, communicates clearly, and has the right credentials - such as a Certified Financial Analyst (CFA®), Accredited Investment Fiduciary® (AIF®), Retirement Income Certified Planner (RICP®), Certified Investment Management Analyst (CIMA®), Behavioral Financial Advisor (BFA®), or Certified Financial Planner (CFP®).
How do financial advisors get paid?
Advisors may charge fees based on assets under management (AUM), flat fees, hourly rates, or commissions. At Exemplar, we are transparent about how we’re compensated and how specifically that aligns with your goals.
What does a financial advisor do?
A financial advisor helps you manage your money, plan for the future, and make informed financial decisions. This can include retirement planning, investment management, tax strategies, estate and tax strategies, and more.
How do I know if I need a financial advisor?
If you're planning for retirement, managing significant assets, navigating a life transition, or simply want experienced guidance, a financial advisor can help you create a clear plan and avoid costly mistakes.
How can I simplify my financial life?
We offer a single, trusted relationship—backed by a full team of specialists—to streamline, organize, and guide your financial journey.