I transform hard working people into affluent ones and affluent individuals into High Net Worth. From there – sky is the limit! Do you find yourself wondering: - Are the companies you invest in beholden to anti Amrican interests - promoting ESG, DIE and similar activities that diminish your ...more

I transform hard working people into affluent ones and affluent individuals into High Net Worth. From there – sky is the limit! Do you find yourself wondering: - Are the companies you invest in beholden to anti Amrican interests - promoting ESG, DIE and similar activities that diminish your investment value? - Are you overpaying taxes each year unnecessarily? - How much can you take out each year in retirement without running out of money? - Will you be able to leave something to your kids or favorite charity? - How do you coordinate your estate and legacy planning needs with the needs of today? - Are you within 10 years of retirement and still investing the same way as 15 years ago? Whether you are a business owner, a busy professional or an employee, my passion is to be the quarterback for your finances, so that you can focus on what matters to you the most – your life and family. I manage your money by building resilient portfolios, using the kinds of methods only available to institutions up until recently, so that a year like 2022 doesn’t spell disaster but an opportunity. At Honey Badger Advisors we believe: *Your best interest is the only criterion guiding our stewardship of your assets *You don’t have time to listen to fluffy jargon and be sold opaque products with little value to you *You want a fiduciary advisor in your corner that will execute financial plan in a transparent and efficient manner – while clearly and concisely explaining the reason behind every move *Successful wealth accumulation requires patience, tenacity, avoiding herd mentality and resisting predatory fads such as ESG, memes, crypto. *You need to use every tax advantaged tool at our disposal and minimize taxes both today and in the future. If this sounds interesting - send me a message here on LinkedIn and let's explore how I can help you with your investment management, financial planning, retirement planning, or tax reduction strategy needs.less