Our mission is to be your first call for any personal finance questions.

What's important to you is important to us.

About Us

Personal finance done right.

We invest in understanding you and your life’s vision. Your aspirations will anchor our recommendations. Simply put, knowing what money means to you is the foundation of successful financial planning.  From retirement income, to investment management, insurance and estate planning, we’ll guide you through the complexities of personal finance.

With your full financial picture in mind, we’ll educate you on your options, and together arrive at a set of manageable and actionable next steps.  You’ll achieve your financial goals more quickly, efficiently and with greater confidence when you begin with thoughtful planning and expert advice. Life will change, as will your goals. Yet, one thing will remain certain – we’re here for you, planning beyond your numbers, to achieve what’s meaningful to you!

We want you enjoying the things you love.

Our Commitment To You

Collaborative partnership

Solutions that suit your aspirations

Identify your options for informed decision making

Easy to understand advice

Actionable steps that value your time

Accessible and flexible during critical times

Thought leadership at the forefront of the financial planning industry

Honest, ethical guidance

We help build your legacy.

About the name


Depending on where you’re at in the world, “amara” has different meanings. Latin roots define amara as strong, attractive and stylish, while modern day descriptors include beautiful, graceful, and with love. Overall, it resonates with who we are, and our style of service. Amara Financial offers strong financial planning and expert advice that goes beyond the numbers. Depending upon your aspirations and your life stage, or where you’re at in the world, our planning will mean something unique to you. It’s all about personalizing that advice to you! And that’s our definition of financial planning done right. Explore our planning to create new meaning in your life today.