Benefits of a Financial Advisor

Smart, successful people hire coaches all the time. Rich people have financial coaches. 

Save Time – You are busy enough and should focus on your core competency and earn more income

Reduce Complexity – Transparent advice and recommendations without jargon

Increase Confidence – Confirm you have not overlooked any important considerations to your detriment

Make Better Tradeoffs – Bigger house today or later? 15 year or 30-year mortgage? Feel Safe – Have someone else that you can trust

Objective Advice – Hearing the truth you know from someone else can keep you in check

Offload Unpleasantness – Access to a professional reduces stress and menial work

As Napoleon Hill said, “You are the master of your destiny. You can influence, direct, and control your own environment. You can make your life what you want it to be.” Taking charge and building wealth is not for the feint of heart. It requires great discipline and planning. Going at it alone is even harder. If you feel that you might benefit from hiring a trusted partner schedule a call today.

Athanassios Panagiotakopoulos is an Investment Advisor Representative with Dynamic Wealth Advisors dba Life Managed. All investment advisory services are offered through Dynamic Wealth Advisors.

Whether you want to buy your dream house, take a trip to Bali, or retire at 40, we will help you make it a reality!

We offer comprehensive, customized financial planning & life management so you are empowered & encouraged to reach your goals in your timeframe.

Financial Independence Planning

Make work optional. We create a path for you to enjoy life on your terms and help you make the dream of financial independence a reality.

Spending Plan

We create tailor-made (and realistic) spending plans to meet your financial goals and objectives.

Financial Behavior Analysis

Values and Behavior Analysis

We help you build the life and legacy you want by ensuring your values are being supported by your behavior.

financial life event consulting

Life Event Consulting

Life happens. Parenthood, death, inheritances, starting a business, and buying a second home. We help you plan through it all.

asset allocation and tax planning

Asset Allocation and Tax Planning

Over 90% of your rate of return comes from the way your portfolio is structured.

financial risk management

Risk Management

Life is full of “what ifs.” We create comprehensive plans for life, disability, long-term care, and other solutions for your own peace of mind.

We Always...

identify financial needs

Identify

Where are you today, and where do you want to go?

Assess

Review your balance sheet, investments, and cash flow details.

financial audit

Audit

We help you build the life and legacy you want by ensuring your values are being supported by your behavior.

design custom financial plan

Design

Custom tailored pathways to achieve your financial and life goals.

implement custom financial plan

Implement

Execute agreed upon opportunities to compound your money as part of your customized plan.

Monitor

Provide transparent and flexible reporting to understand results and adjust the plan as life happens.

We never...

no commissions

Earn Commission From Anyone

We operate free of economic conflicts of interest because we only have one interest...you.

we don't sell anything

Sell You Anything

We don’t sell products. We give actionable advice for a reasonable fee, and then help you execute on it.

no charge for research

Charge for Research

We don’t forecast based on economic crystal balls. We research and recommend the best path forward so no one drops the ball.

Contact Us

All of our clients have one thing in common: they have been taught to become Prodigious Accumulators of Wealth.

Contact us today to find out where you stand compared to your peers and your earnings power.

9 + 14 =

Young Professionals

Help me lay the proper foundation to achieve my long-term goals

I’m a Young Professional that wants to know how I can take advantage of time to best start growing my wealth for the future.

Young Professionals. Help me set my family up for success with the right goals

Growing Families

Help me insure I am on the right path to secure our financial future and lifestyle

I’ve checked some basic boxes, but I am unsure if I could be doing more for my family.

financial advice for growing families

Financially Independent

Help me understand what more I can do with my wealth and taxes

I want to protect the wealth I’ve worked for while maximizing my current lifestyle and legacy goals. 

pre retirement wealth management advice