Take control of your finances.
Our Services
The ongoing, comprehensive and holistic financial planning service includes retirement planning, tax management, and education savings strategies.
What Is a Fiduciary?
Fiduciaries are persons or organizations that act on behalf of others and are required to put the clients’ interests ahead of their own, with a duty to preserve good faith and trust. Fiduciaries are thus legally and ethically bound to act in the other’s best interests.
Our Pricing
As a fee only financial planning firm we charge an annual flat financial planning fee paid monthly along with a percentage of assets we help you manage.
Our Practice
At Mirica Wealth we work with Christian Orthodox families to help them integrate faith with sound financial planning.