Arnold & Mote Wealth Management

At Arnold & Mote Wealth Management, we believe that everyone deserves a personalized approach to their financial well-being. As flat fee, fiduciary, and fee-only financial advisors, we are committed to providing comprehensive financial planning and wealth management services that cater to the unique needs and goals of our clients. Our team of experts, led by founders Quinn, Jean, and Eric, has extensive experience in the financial industry and a passion for helping individuals and families achieve financial freedom.

Our Story

Our founders, Quinn, Jean, and Eric, come from diverse backgrounds in telecommunications, HR consulting, and other industries. However, they shared a common experience - struggling to find trusted financial advice. They realized that many individuals and families lack access to unbiased, quality guidance that can help them make informed financial decisions. This led them to establish Arnold & Mote Wealth Management, a flat fee, fiduciary, and fee-only financial advisory firm dedicated to providing holistic financial planning and wealth management services.

Our Services

We offer a wide range of services designed to help our clients achieve their financial goals. Our comprehensive financial planning and wealth management services cover investment analysis and management, retirement planning, tax analysis and planning, insurance review, education funding and student loans, estate and legacy planning, charitable gifting, and concierge services. We specialize in financial planning for Early Severance or Separation offers, Retirement, Roth conversions, College, and Health Insurance changes. Our goal is to provide our clients with a clear understanding of their financial situation and empower them to make informed decisions about their financial future.

What Sets Us Apart

At Arnold & Mote Wealth Management, we are committed to upholding the fiduciary standard, which means we put our clients' interests above our own. We believe in transparency, accountability, and fairness in all our dealings. Our flat fee structure ensures that our clients receive unbiased advice without any hidden agendas or conflicts of interest. We are dedicated to providing personalized service, taking the time to understand our clients' unique goals and aspirations, and developing tailored strategies that address their specific needs.