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Mike K. Earl, CFP®, CPWA®

PARTNER, DIRECTOR OF WEALTH MANAGEMENT

“I want to empower our clients to succeed with their money. Too many people experience unnecessary stress and anxiety in their financial lives. Proverbs 11:14 says, “Where there is no guidance, a people falls, but in an abundance of counselors there is safety.”  We aim to be those counselors that provide safety for our clients. Navigating the world of personal finance is not easy. There are many sharks out there, selling products and giving bad advice. We want to be shepherds that guide our clients around the many pitfalls and landmines that exist in the world of money and investing.

It has been said that a good financial advisor has the heart of a teacher. We agree. We want our clients to understand the advice we give them. We want them to be the driver of their financial plan, with us as their sidekick/coach to help them make their plans and goals a reality.”

— MIKE


Mike enjoys the technical aspects of financial planning: leveraging technology to help his clients and the firm, helping clients execute their recommended financial planning strategies and better understand their monthly cash flow.

Mike has been quoted as a financial expert in U.S. News & World Report and Business Insider.


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Education/Designations

  • BS in Business/Economics from Wheaton College in Wheaton, IL
  • CERTIFIED FINANCIAL PLANNER™
  • Certified Private Wealth Advisor (CPWA®)
  • FINRA BrokerCheck


Certified Financial Planer Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER ™, and CFP® in the U.S.