About
A small firm of advisors, planners and one very good spreadsheet.
- Founded
- 2010
- Families
- 1,400
- Advisors
- 12
Our story
Helena spent ten years at a large bank watching good families pay too much for advice that was really a sales pitch.
In 2010 she left to build something simpler: a firm that is paid only by its clients, charges a flat fee, and writes every plan in plain words.
Today we are a team of twelve, working with 1,400 families — and we still read every plan out loud before we send it.
- 2010Wealthora opens with three clients and one desk
- 2013We drop percentage fees for good
- 2016Tax planning joins every plan
- 2019Our first client retires on the date we planned
- 20231,000 families on a plan
- 2026Twelve advisors and planners, one office, the same promise
The rules we work by
- 01
Paid only by you
No commissions, no kickbacks, no products.
- 02
Plain words
If we can't explain it simply, we don't recommend it.
- 03
Your money, your name
Held at an independent custodian — we can never withdraw it.
- 04
Honest about limits
If we're not the right fit, we tell you and point you to who is.
Who you'll work with
Every client has a lead advisor and a planner behind them. No call centre, no hand-offs, no one selling you a product.
SpecialtyRetirement income and pensions
SpecialtyInvestments and business owners
SpecialtyTax strategy and equity compensation
SpecialtyTrusts, gifts and family wealth
Why families stay
Your first step
Forty-five minutes on video with an advisor. You leave with three things to do next — whether or not you hire us.
- ✓Free, no obligation
- ✓An advisor, never a salesperson
- ✓Three next steps, in writing
Pick a time
You'll talk to Helena Marsh, CFP®