Activate Wealth is a fee-only financial planning firm based in Philadelphia, PA, specializing in comprehensive planning services for busy working professionals in their late 20s to early 40s. With a focus on saving time and simplifying complex financial situations, Activate Wealth helps clients grow their wealth while enjoying their life and money in the present.
As a Certified Financial Planner and a fee-only firm, Activate Wealth provides clients with the assurance that their unique financial circumstances are handled with expertise and always in their best interest. With a targeted clientele of younger professionals, Activate Wealth has become an expert in wealth accumulation for this demographic, offering a 5-6 meeting process that covers nine key financial planning areas.
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