I’m not your typical financial advisor. Sure, I have all the official credentials and the success stories to prove my mettle. But my vision of what I do for my clients goes way beyond the traditional stuff.

Imagine this:

A financial advisor who really listens to you. Who wants to know what really makes you tick. Who hopes your hopes and dreams your dreams with you — and then helps you turn them into reality. Someone who helps you find ways to fund the life you really want to live, sooner rather than later….

How would you like a Harley riding, hieroglyphics reading, Zen quoting, mountain climbing, free spirit advisor who has clients all over the world? How about an advisor who lives what he preaches — which is most definitely NOT the traditional retirement party line, that tells you to stash your money into assorted mutual funds, stocks, and bonds, and keep your fingers crossed?

Here’s my approach: I go way beyond the traditional model, to the point where I create my own financial instruments that I have complete control over (no, not Madoff-style) — and which have yielded positive results when most of the traditional funds were crashing and burning all around us.

If you prefer the traditional stuff, go to Merrill Lynch and Co. If you’re ready for adventure — and for living your dreams — NOW — and for having someone on your team who really gets it and who supports you in pursuing your dream, then talk to me.

And speaking about dreams… Notice how my company is called Lifestyle Design Group? I used the term “lifestyle design” years before Tim Ferris made it a household word.

I’m about helping you design the lifestyle you want. I’m about helping you live on pre-tax dollars in a post-tax world. I’m about helping you go far beyond what traditional financial advisors would suggest.

But I do it “telling you like it is”.  I don’t do airy fairy stuff.  I advocate financial approaches grounded in reality, because if they aren’t, your dreams won’t become reality.  I may disagree with you strongly about what you should do with your money, but I’m your guide, not your master, so the final decisions are yours.  We will disagree and stay friends, and you will have gotten more options for your money than you ever knew existed.

Ready to find out more? Discover more about yourself by embarking on your guided “lifestyle design” journey — just put in your email in the box on the left side of this site. Or call me at 1-800-490-8200.

P.S. Want to know more about my more traditional credentials? They’re right here:

I first started on my wealth management advisor path as a stockbroker with a major investment firm about two decades ago. I have a Certified Investment Management Analyst designation (CIMA) from the Wharton School, University of Pennsylvania, and the Accredited Investment Fiduciary Auditor designation (AIFA) from the Katz Graduate School, University of Pittsburg.

I’m also an arbitrator for FINRA (the previous the NASD) and a distinguished member of the Ethics Committee for the Investment Management Consultants Association. I’m also active in the community, work with a large number of private foundations, and lecture across the nation on Comprehensive Wealth Planning and Client Centered Approaches to Investment Management. And yes, I’ve been a featured guest on many radio and television programs too.