Why Enrich?

At Enrich, we strive to be everything we would want in a friend or mentor. We are:

Honest

Before we ever become partners, we explain exactly how we work and why. We offer advice based solely on your best interest, so you can trust that what we recommend for you is the same advice we’d give our own family.

Accessible

We have an incredible team of professionals whose goal is to make life easier for our clients. We’re here whenever you have questions, want advice, or need support—whether it’s about a financial decision or the best place in
town to grab lunch with a friend.

Knowledgeable

We spend every day learning about our clients, their finances, and the different ways we can help them accomplish their goals. Because of that, we’re highly adept at identifying ways to make your life easier and your wealth more strategic.

Educational

We don’t just tell you which strategies we recommend; we teach you exactly how they work and how they could help you. This is your money and your life, so we want you to understand and feel confident about every choice you make.

Collaborative

We focus on you and your situation, and we oversee the big picture as we work with other professionals like your CPA and attorney. Our goal is to make sure everyone is on the same page and working
toward your vision of a great life.

Equipped

We offer extensive resources and tools to support your financial goals. As our client, you’ll have direct access to elite tax attorneys, charitable giving experts, and business planners who provide strategic support for your financial plan.

Proactive

We go beyond planning and help you implement your financial strategies. We take as much as we can off your plate so you can trust that things are getting done while you enjoy your life.

Genuine

This is more than a job to us; it’s a way to serve the people and city we love. We truly care about our clients and their families, and our mission will always be to empower and encourage you to live your best life.