Create Your Financial Path

Wealthidian is a financial management agency specializing in wealth building solutions for creative professionals, entrepreneurs, and those that desire to live comfortably on their own terms. We pride ourselves on thinking about wealth differently.

Meet Your Money

Wealthidian works with you to assess your current financial situation. We help you get a handle on your personal finances like debt, income, or insurance challenges and set goals to help you achieve financial success.

Reboot Your Wealth

Using your long-term and short-term goals, Wealthidian works with you to implement the appropriate strategy. Your financial plan is a continuous process, where we make monitor the progress to ensure success.

From the Blog

Auto Insurance 101

Auto Insurance 101: Basics You Should Know

Making sure that your vehicle, family, and personal assets are covered should be a key factor in the deciding on which auto insurance coverage works best for you.

Saving for College with a 529 Plan

Saving for College with a 529 Plan

The costs of higher education can be expensive and costs are steadily increasing. A 529 plan is designed to help fund future education expenses.

Drop Your Holiday Debt

Top 5 Ways to Avoid Holiday Debt

While it may feel good to be able to purchase the “perfect present”, these five tips can help you avoid acquiring more debt this holiday season.