We help travel-loving young families live a life they never want to retire from

Create a savings plan  Grow your net worth  Make work optional

We Aren't Your Traditional Financial Planner



Our Core Beliefs:



Don’t build your savings without building your life.

You don’t want to climb a ladder your whole life to realize it was leaning the wrong way. Get clear on your values so you know where you want your money to take you.

Experiences > things.


Your favorite stories come from experiences, not the things you buy. Don't let the consumerism culture dictate how you spend money.  

More money ≠ more happiness.

True wealth is the ability to spend your time in a way that is aligned with your core values. More money can't replace your kid's missed soccer games. 

The concept of retirement is obsolete.

Don't defer your life until "retirement". Work part-time. Take a year off. Start a business. Travel the world. Who cares? Never live your life wondering "what if"?

Build optionality into your financial plan.

Nobody can predict where you will be in 30 years. Live in the moment and plan for optionality in the future. 

The most important financial decisions occur in your 30s and 40s.

Life transitions = money transitions. It's better to prevent financial mistakes than to fix them in 20 years. 

Does This Sound Like You?



Your Values & life stage


 You’re a travel-loving young family who doesn’t buy into the "9 – 5, work-until-you’re-65" concept. Your goal is to spend your time exactly how you want so you can pursue work you love, while having the lifestyle flexibility to spend quality time with the people you love most. 



Your situation


You have >$200k household income and you meet one (or more!) of these criteria:

  • You have young kids
  • You have equity compensation (ISOs, NSOs, ESPP, RSUs)
  • You are a current/aspiring business owner
  • >$100k student loans

Sound familiar? Great - you can click on the life stage below for more details about the clients we help!

Recently Married Dual Income Household

Married Household with Young Children

Married Household with Teenage Children

Does This Sound Like You?



Your Values & life stage


 You’re a travel-loving young family who doesn’t buy into the "9 – 5, work-until-you’re-65" concept. Your goal is to spend your time exactly how you want so you can pursue work you love, while having the lifestyle flexibility to spend quality time with the people you love most. 



Your situation


You have >$200k of household income and you meet one (or more!) of these criteria:

  • You have young kids
  • You have equity compensation (ISOs, NSOs, ESPP, RSUs)
  • You are a current/aspiring business owner
  • You have >$100k of student loans

Sound familiar? Great - you can click on the life stage below for more details about the clients we help!

How We Help You

We first help you envision what your ideal life looks like if money wasn't an obstacle. 

From there, we guide your financial decisions so you get closer to your ideal life, while also making sure you enjoy the ride.  

Money is simply a tool that, if managed properly, allows you to spend your time exactly how you want.

Emily Marr
Emily Marr
January 16, 2023.
I originally started working with Experience Your Wealth, LLC and Jake in the summer and I've had a very positive experience so far. I actually ended up working with Jake originally because one of my colleagues has worked with him for many years and gave him a stamp of approval. Jake and his team do a great job of walking you through everything and take the time to truly understand your wants/needs and what your finance means to you! I have joked a few times that sometimes it feels like I'm talking to a friend because they really want to understand how your finances tie in with your life/future goals/what's important to you and they take the time to understand what you value and why. If you don't know, they talk you through it until you get a better sense of of your stance. They made a few small financial changes for me right off the bat that made a difference and have been on call for me as needed when I needed to make some quick decisions, which has been a great comfort. Already started working with me on future plans, and do a good job of painting the short term and long term picture. Highly recommend!
Jacob DeLuise
Jacob DeLuise
January 5, 2023.
It's been an absolute pleasure to have the opportunity to work with Jake and his team at Experience Your Wealth. Jake has been incredibly thoughtful, creative, and thorough in helping my wife and I map out our financial future. He took ample time to understand what's most important to my wife and I and used that vision to craft a plan for us to reach our goals. Not only did he help us map out what the best next steps were in near, mid, and long term; he's been incredibly hands on in helping us complete the necessary tasks to reach those goals. Working with Jake has provided great peace of mind for our family. Working with the EYW team has made me feel like we have a trusted partner with your best intentions in mind. I highly recommend him!
Adam Scott
Adam Scott
November 29, 2022.
My wife and I have been working with EYW throughout the year and have nothing but good things to say. First I will mention that Jake is excellent at listening and understanding what your goals and desires are and makes recommendations to help get to those goals. He clearly explains how each item will work and help achieve the goals. They have helped us get organized, shed light on our finances in ways we haven’t thought about before, and get set up for success in the future. They have helped set up different accounts for short term, mid term, and long term investing. They also walked us through a tool to look at what upgrading the home would look like financially and where we stand as we plan on purchasing in the near future. Jake and Marie are funny and caring, and we are looking forward to many years of working with them.
Roumiana Tzvetkova
Roumiana Tzvetkova
April 4, 2022.
I have met Jake and Marie almost a year ago. Both of them provide so much support and have set up a solid financial plan that I have followed up ever since. They are smart, honest and always available when I need advice.Their expertise and what needs to be done is always outstanding. Jake is hard working and diligent in his practice.Marie is absolutely amazing making sure I don’t miss deadlines and always gives me an honest opinion if I have a dilemma. Both of them are like true gems:). Great team!
Jessica Little
Jessica Little
February 4, 2022.
To simply put it, working with Jake and Marie has been life changing. I cannot recommend Experience Your Wealth enough to those looking to finally getting their financial life in order. I guess there is more to it then just managing a monthly budget! 🙂 Working full-time, having our toddler and another on the way, managing multiple properties, while also trying to enjoy life, EYW has helped me have peace of mind for our growing family and future. We've been working with you for 4 months and it's easily one of the best decisions we've made for our financial future. Forever grateful for the recommendation to work with you both. Thank you!
Sean McCoole
Sean McCoole
December 31, 2021.
The approach Jake and the team at EYW take to financial planning is truly unique. They make it a personal experience, where the same path is not right for everyone, and there is no one-size-fits-all strategy to achieving your financial goals. I thought I had a good grasp on finances but I can honestly say I’ve learned more about myself and how I perceive money while working with the team than I ever knew prior. I truly encourage anyone to take the free consultation. We feel more in control with our money than we ever have, and are looking forward to our continued relationship!
Kartik Bharat
Kartik Bharat
November 16, 2021.
Jake is one of the most thoughtful and organized financial planners we have ever met. Before we met him, we had 2 financial planners and interviewed over 8. We immediately connected with Jake in our initial introduction meeting and have been surprised by his personal touch in every engagement. He takes the time to really understand our values and goals so that he can align our financial life accordingly. He truly cares about helping us be financially successful! He's also very organized. My wife and I are well organized with our finances, but Jake helped us take it to the next level. He shares opportunities to align our finances with our goals and keeps us on task by using a project tracker to visually see our short term, medium term, and long-term tasks. We enjoy working with Jake and look forward to our meetings with him - it also feels like we're catching up with a friend and we learn something new about our finances each time! We highly recommend Jake as a personal financial planner - we feel lucky to be one of his clients!
Rick Sargent
Rick Sargent
September 23, 2021.
Budgeting, Money, and handling Finances have never been something that come naturally to me, and I would even go so far as to say they are probably my biggest weakness. I have felt a lot of shame around finances and my handling of them in the past. EYW has been a godsend. Jake and his team make it fun and interesting to start up with them. The focus isnt solely on retirement like with many other planning firms, and instead is helping me to also see the ways my family can achieve other goals that we have around home buying, trip planning, and other things that I want for myself and my family. Getting started with Jake was fun, and the way everything we shared with him was presented back to us really helped us be able to picture what the short and mid term goals we can set can mean for our family. 5 stars, everyone should have a planner like EYW.
Jason Siperstein
Jason Siperstein
September 14, 2021.
As a fellow financial advisor, I hired Jake as a consultant to help a client with PSLF (public student loan forgiveness). Jake shows a mastery of the area like no other I know. He has the rare combination of technical knowledge and people skills, which is so important as an advisor. While I am wary recommending advisors because of how it reflects on me, I can easily and confidently recommend Jake to any young family looking to partner with a financial planner.
DJ Valentina
DJ Valentina
May 6, 2021.
I love Jake! For years I knew I needed a financial advisor. I was too intimidated by the process and truthfully, I didn’t have it in me to look into the full picture of the mistakes I had been making. I didn’t want to confront the elephant in the room (credit card debt etc). The entire idea of hiring a financial planning initially sounding daunting. That is until I found Jake! 😃. His perspective on financial planning sold me. I believe in living my life and using my earnings to help me explore the world while I still have my youth and my health. Saving is very important, but not at the expense of me waiting to live my dream life when older. Jake offers a balance between the two and I just KNEW he was just wanted I needed. 9 months later and my life feels lighter! I have a clear picture of my debt to income and he makes it so easy. No anxiety, just an seamless process to help me live my best life while saving for a successful future for myself and my children. Best decision in a very long time!

*Please note that these Google reviews are from current/past clients and nobody was compensated for their review in any way. 



Life Transitions = Money Transitions



We have helped our clients with...

11

New Marriages

12

Babies Welcomed

14

Homes Purchased

30

Jobs Changed

15

IPOs/company liquidation events

14

Businesses Started



Our Services:



(Click on the services you are looking for)

Do You Worry About Your Family's Financial Future?

We know personal finance is stressful. You're doing your best to manage your family's finances with the limited time you have, but you also don't know what you don't know.

We're here to take that stress off your shoulders and guide your financial transformation so you know your family is financially taken care of!

You Currently Feel...
Cell
We Invite You To Feel...

Uncertain about the direction for your money

Excited and motivated; you have a clear vision of what you want your money to accomplish for you

Anxious about your debt

Relaxed; you have a plan to pay off your debt

Conflicted about your spending vs. saving

Resolved; you have balance between experiencing life now and saving for the future

Confused about your equity compensation

Confident; you better understand how your equity compensation fits into your financial life

Worried about taking care of your family

Comforted; your family will be taken care of financially if something were to happen to you

Strapped for time to manage your financial life

Freed; you outsource your financial management and concerns to a professional

YOU CURRENTLY FEEL...
  • Uncertain about the direction for your money
  • Anxious about your debt
  • Conflicted about your spending vs. saving
  • Strapped for time to manage your finances
  • Worried about taking care of your family
  • Fearful that you may missing financial decisions
WE INVITE YOU TO FEEL...
  • Excited and motivated; you have a clear picture of what you want your money to accomplish for you
  • Confident; you have a plan to pay off your debt
  • Resolved; you have balance between experiencing life now and saving for the future
  • Freed; you outsource your financial management and concerns to a professional
  • Comforted; your family will be taken care of financially if something were to happen to you
  • Relieved; you have the peace of mind that an expert is guiding your financial decisions

A Financial Planner You Can Trust.

CFP® fiduciary

We always act in your best interest.


Transparent

Fixed fees, no questions asked.


Independent

No products, no insurance, no BS.

Meet The EYW Team

Hi there! 

We're the EYW team. Established in 2019, our home "offices" are based in Rhode Island (Jake), Tennessee (Marie) and Arizona (Mike) as we operate remotely and work with clients from all around the US.

We provide virtual, fee-only financial planning services to travel-loving young families who don't buy into the traditional "9-5, work-until-you're-65" concept. We help you find the responsible balance between paying down debt, investing for the future, but also experiencing life now.

Our team includes Certified Financial Planners (CFP®), Certified Student Loan Professionals (CSLP®), a Chartered Financial Analyst (CFA) and a former Certified Public Accountant (CPA) as we love to nerd-out on the technical side of financial planning, but our true passion lays with the "personal" side of personal finance - helping our clients articulate & visualize their dream life and then best align their financial decisions with their life. 

We're shaking up the financial planning industry by bringing modern, life-centered financial planning advice and personal CFO-level service to our clients. We are completely remote, paperless and meet clients over Zoom with frequent guest appearances from kids, dogs, cats and whatever fun animals that may be around your home. 

Disclaimer: We can't work with clients who don't like dogs 🙅‍♂️



Awards and Recognition





We have been Seen in...



Let's Talk!

We invite you to stop worrying about your money and start investing in your financial future. Let's talk about how we can help alleviate your financial concerns and guide your journey to financial freedom. 


Get In Touch:


Contact Info:


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