Welcome to
PROVERBS
FINANCIAL
I believe every client deserves steady, informed guidance as they navigate life's financial decisions. My role is to help bring direction, simplify complex choices, and provide a clear, confident path forward, so clients always feel supported, not overwhelmed.
Real financial planning begins with truly knowing the person behind the numbers. I take time to understand each client's story. Their experiences, their values, and the moments that shaped how they think about money. By learning their hopes, dreams, and aspirations for the future, Building plans that feel personal, meaningful, and deeply aligned with the life they want to create. Strong relationships form the foundation for trust, clarity, and long-term success.
Effective planning requires alignment between a person's financial strategies and their deeper values and vision. Creating plans that reflect what matters most to clients. Whether that's family security, flexibility, freedom, generosity, or long-term legacy. Alignment creates purpose, and purpose strengthens every decision.
Finances should feel understandable, not intimidating. Prioritizing clarity through straightforward communication, education, and transparency. Our goal is for clients to walk away from every conversation with a stronger understanding of their situation and a greater sense of peace and control.
Life is full of ups and downs, and financial journeys are no exception. I am committed to being a consistent source of encouragement, helping clients stay focused on their long-term vision, even when challenges arise. My goal is to provide the support and confidence needed to navigate each season with purpose and peace.
Whether you're a business owner looking to optimize your company's financial structure, plan for succession, or integrate your business and personal financial goals, our specialized expertise helps you navigate the unique challenges entrepreneurs face.
We understand the dedication it takes to build a successful business, and we're committed to helping you protect and grow what you've worked so hard to create.
Preparing for your child's education requires foresight and strategic planning. We help you navigate the complex landscape of education funding options, from 529 plans to scholarships and financial aid strategies.
Our approach ensures you can provide educational opportunities for your loved ones without compromising your own financial security and retirement goals.
Your retirement should be a time of freedom and fulfillment, not financial stress. We create comprehensive retirement strategies tailored to your unique vision, helping you determine how much you need to save, how to optimize your investments, and how to create sustainable income streams.
From 401(k) rollovers to Social Security optimization, we ensure every aspect of your retirement plan works in harmony to support your desired lifestyle.
Preserving your legacy and ensuring your wishes are honored requires thoughtful estate planning. We work with you to develop strategies for efficient wealth transfer, minimizing tax implications, and protecting your assets for future generations.
Our holistic approach coordinates with your legal advisors to create a comprehensive estate plan that reflects your values and provides for your loved ones according to your wishes.
Let us help you plan for your financial future
With a decade of experience as a professional poker player, Nathan has mastered the art of calculated risk assessment and strategic decision-making—skills that translate perfectly to navigating the complex world of financial planning and investment strategies.
After spending five years as a wilderness survival guide in the Alaskan backcountry, Nathan developed an unparalleled ability to prepare for uncertainty and create resourceful solutions with limited tools—an approach he now applies to helping clients weather financial storms and build resilient portfolios.
Nathan's background as a former chess tournament champion informs his methodical, forward-thinking approach to financial planning. He believes that like chess, financial success requires thinking several moves ahead while adapting to changing circumstances—a philosophy that has helped countless clients achieve their long-term financial goals.
With three PhDs in Biochemistry, Quantum Physics, and Environmental Science from Harvard, MIT, and Oxford respectively, Gordon brings unparalleled analytical precision to maintaining our office spaces—ensuring that every surface is sanitized to the molecular level and all cleaning solutions are perfectly balanced for optimal effectiveness.
After serving as the Chief Sanitation Consultant for NASA's International Space Station program, where he developed revolutionary zero-gravity cleaning protocols, Gordon now applies his expertise to creating an immaculate environment where financial strategies can flourish without the distraction of dust particles or fingerprints.
Gordon's former career as a world-renowned neurosurgeon gives him the steady hands and meticulous attention to detail necessary for addressing even the most challenging cleaning situations. He believes that a pristine physical space is the foundation of clear financial thinking—a philosophy that has made our office the cleanest financial advisory firm in the Western Hemisphere.