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Freeing You

To Use Your Time On What Matters

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Tempus is Latin for time.

Time is the most valuable resource you have.
We'll help you spend it on what matters.

Investment Management

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Personal Financial Planning

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Retirement Planning

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Why Tempus Wealth Planning?


As a Registered Investment Adviser (RIA) firm, we are required to put your interests ahead of our own.


We don't accept commissions or other payments for the sale of financial products.

CFP® Professional

The CERTIFIED FINANCIAL PLANNER™ certification requires rigorous education, examination, experience, and ethical requirements (the "Four E's").

Wealth Planning Services

As a wealth planning firm, we do more than simply handle your investment portfolio. Our team is here to help you manage multiple aspects of your financial life and we use our experience to help you work toward success.

Some of our top services include:

401k Rollover Services

Personal Financial Planning

Investment Management

Retirement Planning

Risk Assessment

Fee-efficient Investing

Our Heritage Of Fiduciary Responsibility

At Tempus Wealth Planning, building personal relationships is at the heart of what we do. Our fiduciary process starts with a phone call where we get to know you, your financial situation, and the things that matter most to you. We want to make sure that we are the right fit and can provide financial insight that instills confidence. Trust is a vital element in our partnership, and our team will always take the time to ensure that you feel heard regarding your goals, concerns, and decisions about your wealth.

With over six decades of experience between us, we know how to tailor a personalized plan, balancing your needs with a proactive approach to market trends. Our financial savvy is backed by industry-leading certifications, such as CERTIFIED FINANCIAL PLANNER™, Chartered Retirement Planning CounselorSM, and Accredited Portfolio Management Advisor℠.

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