EveryPlan Financial

What inspired you to start this business?

I saw a lot of good, hard-working, people who wanted quality financial advice, but didn't quite know where to find it. I wanted to start a firm which made fiduciary financial advice more accessible; especially to clients like teachers, young professionals, and small business owners who might not be able to meet the account minimum requirements of other firms. After a 10+ year career in professional sports, a private equity merger opened the door for me to launch EveryPlan Financial.

How does your faith shape your work?

There are 4 primary ways EveryPlan specifically addresses the needs of Catholic investors. These are: (1) as a fiduciary, (2) as a partner, (3) as an asset manager, and (4) as a steward. First, as a fiduciary, we are obligated to put our clients' best interest ahead of our own at all times. Many "financial advisors" who market themselves to Catholics are not held to the same standard. This practice is consistent with our dedication to operating EveryPlan with integrity and transparency. Second, as a partner. We work alongside Catholic investors to develop Investment Policy Statements directed by our faith. We cherish our role of not just advising clients, but serving as a trusted teacher and source of information. Third, as an asset manager we build portfolios which meet the criteria of our Investment Policy Statements. Lastly, as a steward we help Catholics develop charitable giving strategies which seek to optimize their support of their parishes, diocese, and favorite causes.

What's a favorite patron saint or scripture?

St. Juan Diego. As kids, my brother and I would sometimes plant flowers around the statue of Mary in our backyard around either Easter or Mother's Day. Growing up in Cleveland, you never knew the toll the weather would take on your gardening, but somehow, those flowers around Mary always seemed to prevail. The image of Juan Diego finding an abundance of flowers unseasonably in bloom always resonated with me. I picked Juan Diego as my confirmation saint and have had a devotion to him and Our Lady of Guadalupe ever since.

What's one thing you'd like customers to know?

We meet people where they are and believe in a holistic approach to planning. Depending on a client's needs, we offer a variety of services including budgeting, investment management, insurance planning, debt/credit product evaluation, workplace benefits analysis, tax strategies, college savings, charitable giving optimization, and more. In addition to the services we provide individuals, we are also able to help employers establish, optimize, and administer workplace retirement plans such as 401(k)s, SEP IRAs, and SIMPLE plans.