Modern wealth management. Invest with us.
We believe that the best way for individuals and families to get sound financial advice is through a firm that offers a modern approach to wealth management and always seeks to do what is in the best interest of the client.
About Us
About Us
Our Firm Meets a Spectrum of Client Needs
Revisor Wealth Management is an independent financial advisory firm that offers holistic financial planning and wealth management under one roof. We’ve assembled a network of professionals and best-in-class technology providers to offer clients everything they need when it comes to financial services.
Who We Serve
We work with clients of all types and all age. Revisor Wealth Management’s financial plans are customized to the needs of our clients based on their particular stage in life. We also work with clients throughout their lifetimes and help them transition from wealth accumulation to wealth preservation, and, ultimately, wealth distribution.
30s & 40s
Wealth
Accumulation
50s & 60s
Wealth
Preservation
65+
Wealth
Distribution
30s & 40s
Wealth
Accumulation
50s & 60s
Wealth
Preservation
65+
Wealth
Distribution
Services
We add peace of mind to our client’s lives by coordinating and managing all the essential aspects of a holistic financial plan. We incorporate impactful topics into your plan that matter to you. Additionally, we partner with legal, tax, and other professionals whose services can add value to our client’s financial relationships.
Financial
Planning
Financial planning is the process of setting and achieving specific financial goals through the careful management of one’s financial resources.
Wealth
Management
Wealth management is an aspect of financial planning that focuses on preserving and growing an individual’s wealth over the long term while taking into account their unique financial situation and goals.
Estate
Planning
Estate planning involves creating a strategy for managing and distributing an individual’s assets after death to ensure their wishes are carried out while minimizing the tax liability associated with inheritance.
Retirement
Planning
Retirement planning involves developing a comprehensive plan that identifies an individual’s retirement goals and the steps needed to achieve them, including strategies for saving and investing, managing debt, taking income distributions, and minimizing taxes.
Tax Planning & Preparation
Tax planning is a crucial aspect of financial planning that involves taking proactive steps to minimize tax liabilities and maximize savings. We also offer tax preparation services in-house that leverage the expertise of CPAs we’ve partnered in order to meet all of your tax needs.
Asset Protection Strategies
Asset protection strategies are designed to safeguard an individual’s assets from potential creditors or legal judgments by using various legal and financial tools, such as trusts, insurance policies, and business structures.
Our Team
Our Team
A Forward Looking Team of Advisors
At Revisor Wealth Management, we’ve invested significant time and resources in developing technological solutions to streamline our operations in order to save our advisors time and reduce expenses for our end-clients. By utilizing advanced and integrated software tools, our advisors can achieve greater efficiency, reduce administrative costs, and provide a more seamless client experience.
Additionally, in today’s increasingly digital world, we use remote communication technologies, such as video conferencing and cloud-based document sharing, to further enhance and modernize the client experience.
Our Process
Your financial plan is the cornerstone of everything we do and is always based on your stated goals – short-term and long-term – and your personal values.
01.
We Listen & Get to Know You
The first step is we get to know you on a personal level and gain an understanding of your values and dreams, as well as your financial goals.
02.
We Set Goals with You
The second step is involving any family members in a more comprehensive discussion about all financial matters, so we can set short- and long-term goals.
03.
We Analyze & Design
We then evaluate your financial situation and develop an overall plan that includes recommended strategies and services for accomplishing your goals.
04.
We Implement Your Plan
We present our findings and recommendations. Provided we are in agreement on everything we’ll move forward with onboarding you as a client and implementing all aspects of your plan.
05.
We Monitor & Adjust
We meet with clients regularly to ensure their plan is on track and to address life events as they occur. We want to be a client’s most trusted source for financial advice and are always available to answer questions.
We’ve created a financial advisory firm that seeks to modernize the client experience by providing a holistic approach to financial planning with all recommended strategies and services available under one roof.
Landon Jones, MBA, CFP®
Founder & President
Invest With Us
Looking for a financial advisory firm that takes a modern approach to financial planning and wealth management? Let’s talk.