Accelerate your financial future
Fiduciary-Driven, Client-Centered Planning for Individuals and Businesses
Making finance more personal
Psst: Your financial well-being is unique to you.
Just like your fingerprint, no other person has the same set of financial histories, realities, and projections as you.
But, sadly, in the age of “wealth influencers” and “chatbot advisors,” it’s near impossible to find financial advice that honors every nuance of your financial story.
What’s worse: many people who call themselves “financial advisors” are salespeople more focused on earning commissions than improving clients’ lives.
Finances can be overwhelming; often, the hardest part is taking the first step.
Inertia Wealth Management exists to help you overcome investor inertia with the education, experience, and emotional support you need to accelerate your financial success.
Education
Experience
Emotional Support
Hi, I’m Mike Riley, the energy behind Inertia Wealth Management
And, like so many of us, I grew up without any money know-how.
So, when my first employer auto-enrolled me in their 401K I had zero understanding of what this meant for my future.
The answer: all good things.
As I started to build wealth, I cobbled together a “financial support team.”
But my first financial advisor-turned-insurance-broker signed me up for an expensive – and unnecessary – policy.
And the next financial advisor added a whole lot of …. nothing.
I knew there was a better way and committed myself to building a pathway toward wealth on my own terms. I experienced first-hand the big impact small changes made in my balance sheet – and my life.
But, not everyone is ready, able to, or motivated to do the same.
I started Inertia Wealth Management with one goal: personalize your wealth training to change your wealth trajectory.
What does personalized wealth training mean?
I won’t sell you any products that earn me a commission.
It doesn’t matter how much money you have (or don’t have) in your bank account.
I won’t be bought and refuse to compromise.
My process is simple and transparent.
(Just like my fees.)
Connect
Successful relationships are built on trust and rapport, so we’ll get to know one another first.
Collaborate
Together, we will ensure that the plan aligns with your specific short- and long-term financial goals.
Capitalize
As life changes, we will change with it, always working toward specific needs and desires.
Frequently asked questions
The word ‘fiduciary’ literally means trust. In the financial sector, acting as a fiduciary means that by law, I am required to always act in my client’s best interests. In layperson’s terms, I will manage your money to benefit YOU – not me.
No. Whether it is working on building a budget, investing for the first time, or building generational wealth, I am eager to help people at all stages of their financial journey.
Every aspect of our process is tailored to you. No two people’s finances are the same, so there should be no cookie-cutter approach to financial planning, either.
No catch. Let’s meet for coffee, at the gym, or in your office. Be warned: I have a hard time keeping my meetings to the obligatory 60-minutes.
