Fee only financial advisor – helping you and your family invest and plan better – and protecting people from bad advice and unqualified salespeople
Activate your savings
by combining prosperity with purpose.
Naheed Gilani, CFA
Naheed has a specific passion for Socially Responsible Investing and evaluating companies on the basis of more than just profits. He believes that money is a very powerful tool that when used wisely, can lead to a more fulfilling life.
“But why? What if I already have an advisor? Why would I need a conflict-free, flat-fee advisor?”
In a recent survey only 21% of customers trusted their bank to tell them if there was a better product for their needs / situation, even if it meant less money for their bank.
Financial Advisors are often compensated for selling a product – and some products pay more than others. This means you may not get the product or advice that’s truly in your best interests. To learn more about how your financial advisor could be getting paid read more here.
As the founder of Conscious Wealth, Naheed Gilani took over a decade of experience in the financial services industry and put together an offering based on what people asked for – a conflict-free, no sales approach to taking care of their money. By understanding what people care about, Conscious Wealth can empower you to achieve your goals faster.
Conscious Wealth was created for engaged citizens like you who care about how you earn, spend, and invest your money.
Whether you have an advisor, do it yourself, are looking to get started, we can assist.
We don’t offer products, we offer peace of mind so you can feel good about your money.
Get a financial check-up on your investments with our rigorous tool that measures the 3 key areas of portfolio health. For larger portfolios, request a 5-Point Inspection.
Choose our most popular service that gives you one year of personalized coaching and guidance, starting with a detailed financial assessment. Also great for couples.
Get ready to navigate your big life decisions like buying property or a new home, starting a business or getting life insurance with our custom consultation.
Make sure your advisor is the best fit for you, and that they’re legally required to serve your best interests, so you and your family can feel secure about your investments.
Get on the road to feeling good!