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It's time for a more thoughtful approach to financial advice.
At Mindful Financial, we apply precise technology and a friendly human experience to guide people of all levels of wealth toward better financial decisions.
MINDFUL IS:
APPROACHABLE
Mindful exists for those overwhelmed by the daunting world of financial advice seeking a better way. We leverage technology and human connection to give you confidence along your financial journey.
SIMPLE
Finance is complicated, but financial advice shouldn’t be. At Mindful, we simplify the complex through straightforward, unbiased advice that guides people to better financial outcomes.
INNOVATIVE
Mindful is different. We combine technology and human interaction into an approach that is rooted in research and carefully designed for you. We provide excellent advice and precise guidance to keep you firmly on the path to success.
THE BEST OF BOTH WORLDS
Mindful blends the human touch of traditional advisors with the precision of robo-advisors.
While traditional financial advisors may feel outdated and expensive, there’s an undeniable comfort in interacting with a real human. Mindful combines that familiarity and personalization with the accuracy of technology to create a financial journey that’s as reassuring as it is rewarding.