it's not just money, inc.

It's Not Just Money, Inc. is a wealth management firm that operates as a fiduciary, focusing on integrating clients' personal values and life goals with their financial strategies. Founded on the principle that money is a tool to achieve a fulfilling life, the company offers services including financial planning, investment management, and retirement planning. Their approach is holistic, aiming to provide clarity and confidence to clients about their financial future beyond just portfolio performance.