Canvas Wealth Advisors

We are excited to celebrate 5 years of Canvas Wealth Advisors this month! What a journey these last 5 years have been. We are grateful for each client we've been able to serve and build relationships with. Thank you to our clients, partners, and employees for the support, dedication, and hard work they provide. As our firm grows and our clientele expands, our mission remains the same: to build a customized wealth plan that allows you to live your extraordinary life. We look forward to another great year of serving our clients, building relationships, and experiencing growth! Payton Yokley Scott Wesley Drew Waldron, CFP® Luke Ross, CFP® Joshua Zach, CFP® Bethany Boschert Joe Morrow, CPA, CFP® Reed Roney Nikita Waldron #companyanniversary #employeeappreciation #clientappreciation #wealthadvisor #investmentmanagement

We love getting to build relationships with our clients both in the office and outdoors!

How do you define income security? Currently, many Americans are overspending their means by utilizing credit cards and reducing savings to live for the moment. A better approach to this problem would be to figure out a way to create efficient savings while still living the lifestyle you want but not creating a mountain of debt along the way. #wealthadvisor #wealthplanning #investmentmanagement #retirementsavings

Canvas Wealth Advisors was featured in InvestmentNews 2023 fastest-growing fee-only RIAs! We are honored to receive this award and deeply grateful to our clients, partners, and employees for the support, dedication, and hard work they provide. As our firm grows and our clientele expands, our mission remains the same: to build a customized wealth plan that allows you to live your extraordinary life. We look forward to another great year of serving our clients, building relationships, and experiencing growth! #feeonly #ria #wealthmanagement #financialplanning #clientrelationships Scott Wesley Drew Waldron, CFP®

How do you create room in your yearly budget for supporting your charities? If giving is a priority for you, it is important to make room in your budget. But generosity doesn't always have to come through financial gifts. You can share your time, talents, and treasure to bring joy to others. This Giving Tuesday, how will you be generous with the things you have to steward? #wealthadvisor #canvaswealth #givingtuesday #financialplanning #budgeting

Happy Thanksgiving from Canvas Wealth Advisors! We hope you enjoy this day celebrating all we have to be grateful for with family and friends. #thanksgivingday #wealthadvisor

Will wealth management be automated? While certain aspects of wealth management can be automated, it's important to understand that AI is far from being intelligent enough to replace the need for human advisors entirely. Michael Kitces and Peter Lazaroff, CFA, CFP® discuss the role of AI in wealth management and how wealth advisors can use it to their advantage. #wealthadvisor #wealthmanagement #investmentplanning #artificialintelligence

What do you want your money to do for you? As we approach the end of the year, you may be setting financial goals for 2024 or advising your clients as they determine theirs. Whether you want to support your favorite charities, add to your retirement savings, plan family trips, or complete home improvement projects, choosing where you want your money to go gives you peace of mind that it's working toward completing your goals. So, have you set your financial goals for 2024? #financialgoals #2024planning #investmentplanning #wealthmanagement #liveextraordinary