Propel Wealth Management is a US-based financial advisory firm registered with the Securities and Exchange Commission (SEC). Founded with the philosophy that "money is a tool, not the goal," the company operates as a fiduciary, prioritizing its clients' best interests. Their core mission is to guide individuals and families toward financial independence through a structured approach called the "Propel Process," which involves comprehensive financial planning, investment management, and personalized advisory services designed to align with clients' life goals.

Founded in

United States