Built exclusively for electricians

Your trade.
Your wealth.
Your advisor.

From the solo electrician opening their first IRA to the 200-person contracting firm building a full benefits package — advisors who focus exclusively on electrical professionals. Not dentists. Not lawyers. Just electricians.

See If You're a Fit Free 15-min call · No obligation

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Electricians only
Solo to 200+ employees
IRAs, 401(k)s, investments & more
No finance jargon
Free strategy call
What we do

Full financial guidance.
Built for the trades.

Whether you need to open your first retirement account or build out a complete financial benefits package for your crew, we have the expertise — and we speak your language.

Retirement Planning
IRAs, Roth IRAs, SEP-IRAs, Solo 401(k)s, and group 401(k) plans. We match the right account to your situation and get you set up fast.
Individuals & Businesses
Investment Management
We manage your investments so your money works as hard as you do. Plain-English strategy built around the income patterns of the trades.
Individuals & Businesses
Employee Benefits
Build a benefits package that competes with union shops. 401(k) plans, employer matching, and enrollment support — we handle everything.
Shop Owners
Tax Strategy
Retirement contributions, business deductions, and year-end planning. Most electrical contractors overpay the IRS — we fix that.
Individuals & Businesses
Business Succession
Planning to sell your shop or pass it on? We help electrical contractors structure an exit that preserves what they've built.
Shop Owners
Financial Planning
Budgeting for slow seasons, building an emergency fund, buying equipment or a home — a complete financial roadmap for your life and business.
Individuals & Businesses
Who we serve

Every electrician.
Every stage.

Whether you're a second-year apprentice or running a 200-person operation, we have a place for you. Our advice is calibrated to where you are — and where you're going.

The Solo Electrician
Just you
You're out there running your own operation. No employer matching, no HR department — just you and your tools. We set up the right accounts and build a plan that fits your income and schedule.
Traditional & Roth IRA setup
Solo 401(k) — save up to $69k/yr
Tax-efficient investment strategy
Slow-season cash flow planning
Small Crew Shop
2–25 employees
You've built something real. Now it's time to preserve it, attract better workers, and start building your own retirement. We set up employee benefits that don't require a full HR team to manage.
Group 401(k) plan design & setup
Employee enrollment support
Employer tax deduction strategy
Owner retirement maximization
Compete with union benefits
Growing Contractor
26–100 employees
You're scaling fast and your financial needs are getting more complex. We bring institutional-level planning without the institutional-level cost — and we already understand your business.
Full benefits package design
Key employee retention plans
Business succession planning
Executive wealth management
Annual compliance & review
Large Corporation
100–200+ employees
Large electrical contractors with complex financial needs. Full enterprise-grade plan management, multi-location support, and strategic financial advisory — all from a firm that knows the electrical industry inside and out.
Enterprise 401(k) management
Multi-location benefits coordination
ERISA compliance oversight
C-suite financial planning
M&A and exit strategy support
We don't work with
dentists, lawyers,
or anyone else.
Just electricians.
That focus means we understand the seasonality of electrical work, the difference between a union and non-union shop, how apprenticeship income changes year to year, what it costs to replace a journeyman, and exactly what financial tools make the most sense for someone in the trades.

Not many advisors can say that. We can.
Hunter Hanks, CFP®, AIF® Certified Financial Planner · Accredited Investment Fiduciary
How it works

Simple. Fast.
Built for you.

01
See if you're a fit
Answer 4 quick questions. Takes 60 seconds. We'll know exactly what kind of help you need — and we'll tell you up front whether we're the right fit for your situation.
02
Free strategy call
A free 15-minute call where we walk through your situation, your goals, and give you a clear picture of what working together would look like — in plain English, no jargon.
03
We handle the rest
From account setup to ongoing management to annual reviews — we handle everything. You focus on your work. We'll handle your financial future.
Take 60 seconds

See if you're
a fit.

4 quick questions. No commitment. No spam. Just clarity.

Which best describes you?
We work with everyone in the electrical trades — this helps us tailor our recommendation.
1 of 4
What's your biggest financial priority right now?
Pick the one that resonates most — we'll dig into the others on our call.
2 of 4
Do you currently work with a financial advisor?
No wrong answer here.
3 of 4
Where should we reach you?
We'll review your answers and reach out within 1 business day to schedule your free call.
4 of 4
You're a great fit.

We work with electricians at every stage — and based on your answers, we're confident we can help you build a stronger financial future.

Expect a call from us within 1 business day. In the meantime, check out our YouTube channel for straight-talk financial advice built specifically for the electrical trades.

Contact Us Directly