We are clear. We don’t hide from people, challenges or accountability. We want to present our true selves in every situation. Our work requires trust and we earn it by being open, honest, and caring.
We aim to be accessible. We believe connection is the center of human experience. Caring relationships inform our deepest understanding of what it means to have wealth.
We are positive. We love life and we choose to see the good in everything and everyone. We are confident in our skills. Still, we model an open mindset. We are committed to growth and eager to learn more.
We are unified. We do this work together. We extend respect to our clients and require it in return. We intentionally set goals that are so ambitious they require full alignment to achieve them.
We are pioneers. There is a light in us. We intend to say no to the status quo. We believe our example shines as a better way to engage clients and care for their needs. Our mission is helping people steward wealth as a means to express their values and realize their dreams.
Without exception, people are the most important part of any business. The team at Motive brings together a diverse range of skills, backgrounds, and personalities so we can deliver the comprehensive and fully custom services our clients’ complex needs demand.
tru Independence | Support Team
Our partner for compliance, technology, strategic consulting, and coordination of legal and regulatory services is tru Independence, a premier fiduciary wealth management consulting services platform. tru keeps our operations and back office running smoothly so we can spend more time working directly with and for our clients.
LCG Associates | Investment Partners
We have partnered with LCG for investment research, strategy, and manager selection. LCG is an independent, 100% employee-owned, fiduciary investment consulting firm with a team of over 40 analysts that advises on more than $90 billion of assets.
Charles Schwab | Account Custodians + Traders
Schwab Institutional is one of the largest custodians of Registered Investment Advisor (RIA) fiduciary assets, providing custodial, operational, practice management, and trading support to more than 7,500 independent RIA firms.
Fidelity Investments | Account Custodians + Traders
Fidelity Institutional offers clearing, custody, investment products, brokerage and trading services to more than 13,500 financial advisory firms and nine million accounts.
Tamarac | Wealth Management Platform
Tamarac is a comprehensive technology solution used by more than 1,000 independent advisory firms that collectively manage over $1.2 trillion in assets. Tamarac’s focus on innovation has earned the company a host of recent industry awards for its sophisticated portfolio management tools, cutting edge reporting, integrated financial planning, and client engagement technology.
We could outline a laundry list of services relevant to our high net worth clients. Things like custom-tailored portfolio design; business succession planning; tax-reduction strategies; and multi-generational estate planning. Yes, Motive handles them all. But what we really do amounts to so much more…
In real life, our engagements look like full scope investing, planning, professional services coordination, and strategic guidance merged powerfully and seamlessly into one easy to embrace relationship grounded in what we believe are the deepest levels of connection and trust. Our clients tell us where they want to go and we develop the comprehensive solutions to help them get there. Then, we remain alongside every step of the way.
One highly competitive, all-inclusive fee provides unlimited access to our full range of services. We are able to engage clients in this manner because Motive expresses its greatness in ways we find more meaningful than scale.
We help eliminate the anxieties and burdens associated with stewarding wealth so our clients can feel healthy, free, connected, and understood. That's how Motive defines its services.
Join us for conversations and ideas at the intersection of wealth and wellness. Motive’s NEW podcast and blog will help clients, industry partners, and other interested parties, explore the meaning of true wealth. Together, we will process and apply what it means to live empowered by personal relationships and pursue goals that reach far beyond ourselves.
We are convinced the best definition of wealth is a way of living. And Motive Wealth Advisors exists to help clients achieve it.
To learn more about our firm, please complete and submit the contact form below. We look forward to speaking with you and considering your specific needs.
If you are an existing client and wish to schedule a meeting, feel welcome to use the option in the navigation menu at the top of the page.