Our philosophy

Core Principles

Personalized Financial Guidance Rooted in Core Values

Every client is unique, and every financial journey is different. At Finovate Financial Advisors, we embrace this individuality while staying true to our core principles and values. Our success is built on a deep understanding of these guiding principles, allowing us to navigate the ever-evolving financial landscape and deliver tailored solutions that truly serve our clients.

Purpose

Aligning Wealth with Purpose

Your task is to identify what truly matters in your life and finances. Our role is to listen, understand, and ensure your money supports your dreams. Your success and satisfaction are our greatest rewards.

Commitment

A Partnership Built on Commitment

We take the time to understand your goals and aspirations—not just for yourself, but for your family as well. With this insight, we create a personalized strategy that seamlessly integrates these key elements. Our commitment extends beyond planning; we invest in building a lasting relationship and expect the same level of dedication from you.

mission

Building a Strong Financial Foundation

Financial success isn’t magic—it’s built on a solid foundation. A structured budget, savings goals, an emergency fund, and protection for your loved ones are key. Our mission is to guide you every step of the way.

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Recognition

Commitment to Unbiased Recognition

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2024
Finovate Consulting Named a Agentforce Partner
2024
Finovate Recognized on Financial Advisor 2024 RIA Ranking
2022
Financial Advisor Magazine 50 Fastest Growing Firm
2022
Forbes Top Next-Gen Wealth Advisor
2021
Barron’s Top Advisor by State
Why us?

You’ll Know What

You’re Getting Builds Wealth Steps to Take Next
We are Transparent Like that. No Gimmicks.
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College planning
Income optimization
Current cash flow needs
Customized asset allocation
Necessary insurance protection
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FAQ

Financial Planing FAQ’s

Common questions on financial planning and investing

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A solid financial plan ought to cover a thorough look at your personal goals and aspirations, alongside an evaluation of your investment holdings. It should map out your expected income and expenses both before and after retirement, weigh the pros and cons of different retirement and investment account options, and outline strategies for retirement preparation, tax efficiency, charitable contributions, and safeguarding your assets through insurance.

On top of that, it should offer clear, actionable advice and steps to turn your goals into reality. To guide you toward the best decisions, a good plan will also lay out a variety of potential scenarios—plus some alternative ones—for you to consider.

Retirement age varies widely from person to person. The big question is whether you’ve got enough saved up to support the lifestyle you’re aiming for, especially since retirement could stretch on for 30 years or longer. Your income during those years will likely come from a mix of sources: retirement accounts and savings, a pension if you have one, brokerage accounts, Social Security payments, annuity income if you’ve set that up, and any other investments you’ve built over time.

We base our investment approach on evidence and decades of market history, not guesswork about the future. Research shows market timing doesn’t work. Instead, we focus on what you can control: risk, asset allocation, costs, and taxes. Emotional decisions often hurt long-term returns, so we aim to avoid those pitfalls.

Diversification lowers risk—not just by holding many assets, but by mixing company sizes, sectors, and balancing stocks and bonds. Risk can’t be erased, but it can be managed.

We keep expenses low with cost-effective mutual funds and ETFs, since high fees can erode even a well-diversified portfolio’s gains.

Taxes matter too. While unavoidable, they can be minimized with a smart, tax-aware strategy.

Absolutely, you’ll have your own personal advisor. At Execor, we’re all about building a strong, one-on-one connection between you and your advisor. We know everyone’s financial path is different, so we pair every client with a dedicated advisor who’s focused on getting to know you and helping you reach your unique financial goals.