About
We believe…
what you give your attention to makes all the difference.
At Note, we look at wealth through the lens of eudemonia or true human flourishing. We help you live in harmony with your wealth and redefine what it means to you. Our goal is to help you live well in all facets of your life and achieve your highest human good.
We meet regularly as a team to share our expertise and stay up to date on the best ways of helping our clients achieve eudemonia. Our financial planning committee ensures you don’t just have one advisor and advocate looking out for you, but a whole team of them.
Wealth without Wellbeing is Poverty™
A strong balance sheet doesn’t always reflect a fulfilled life. It is possible to have significant financial resources but still feel disconnected from what brings lasting satisfaction. When peace of mind, purpose, or joy are lacking, it may be a sign that one’s definition of wealth needs to be reframed.
We believe that true wealth is about living well – not just accumulating assets. We’re not just financial advisors, we’re partners in your pursuit of eudemonia– a flourishing life where your financial decisions reflect what matters most.
You’ve Got a Team
We believe the right people make all the difference, and our dedicated, passionate team sets us apart. From creative problem solvers to expert strategists, each team member brings unique skills, insights, and a commitment to excellence.
Our team includes CERTIFIED FINANCIAL PLANNER® professionals, who are held to a fiduciary standard, meaning we are committed to acting in your best interest at all times. We don’t earn commissions for selling products. Instead, we’re compensated for the advice and planning we provide, so every recommendation is rooted in what matters most to you—your goals, your values, and your life.
We See You
Success for us isn’t hitting a magic number. It’s ensuring your financial decisions align with your values and meaningful life goals. That’s why we offer sophisticated financial planning with personalized wealth coaching. By looking at your finances from both quantitative and qualitative perspectives, we can provide more tailored recommendations for a truly Holistic Financial Plan.
What Our Clients Say
Note is the perfect name for you guys because you do take note. You do pay attention to the details. You do make us feel like we are valuable and important. When you say you’re going to do something, every “i” is dotted, every “t” is crossed.
Gerrie Reid
These testimonials are based on the unique experiences of current clients. Testimonials are unsolicited, and no cash or non-cash compensation is provided. Past performance or client experience is not a guarantee of future results.
Making a Difference Makes the Journey More Fun
When you talk about making a difference, it’s clear that our nation’s veterans are at the top of this list. Note Advisors founded and spearheads, in partnership with Wanakah Country Club, Tee It Up for the Troops Wanakah. The mission of Tee It Up for the Troops is to honor, remember, respect, and support all those who serve(d) in the armed forces.
Since 2016, over $1 million has been raised for organizations that support veterans struggling with their physical and mental health. We are grateful to all of our friends, colleagues, and clients who give and support those who have given so much to our country.
Interested in an inspiring and fun way to help veterans in our community? Join our Tee It Up for the Troops – Wanakah Country Club golf outing in September!
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