Fee only financial advisor - helping you and your family invest and plan better - and protecting people from bad advice and unqualified salespeople
by combining prosperity with purpose.
We offer conflict-free, commission-free, flat-fee services
so that you can have peace of mind that the advice you receive is objective.
"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.
Meet Our Founder
Naheed Gilani, CFA, CFP
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.
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.