Invest in your values.

Just Wealth helps clients take action on building wealth and redistributing wealth.

We are passionate about helping clients manage savings and investing, to reach financial goals for themselves and their loved ones – so they can focus on family, community, and making the world a better place.

Understanding money history and how money flows is a form of power. We offer personally relevant and accessible financial education to help clients understand how financial systems work and build their confidence with money.

Photo of Phuong Luong, CFP, founder and financial planner at Just Wealth, standing in front of a project to increase access to free and high-quality financial tools to low-income people

Just Wealth is a fee-only financial planning firm and upholds a fiduciary duty to all clients.

This means that our fees are based on the quality of personalized advice we provide to you, and the time we spend conducting an objective analysis of your financial situation. We do not earn commissions on any investment advice we provide. Our clients' goals are our focus. 

Just Wealth provides investment management aligned with your values.

We support clients in developing investment plans for building wealth for the long-term, as well as with the goal of redistribution. We can help you organize your investment accounts and open the right ones for your goals. We also specialize in sustainable investing, impact/community investing, and tax-efficient giving and retirement planning.

Just Wealth works with clients throughout the U.S.

Our firm is a Registered Investment Advisor. We work with clients via video conferencing, and all information gathering and communication is done digitally.

OUR SERVICES

Just Wealth helps clients:

Clarify financial goals

Develop an investment strategy

Implement a giving plan

Organize their financial life

Buy a home with confidence

Align investments and values

Understand insurance

Maximize work benefits

Understand trusts & estate plans

Manage student loans

Plan for tax-efficient investing and giving

Combine finances with a partner

OUR FEES

Financial Planning & Investment management Clients

We provide all of our investment management and financial planning services for a simple annual fee, based on your assets under management:

This image show the fee schedule chart. The first level up to $1M is charged at a 1% rate. The second level from $1,000,001 to $3M is charged at a 0.9% rate. The third level from $3,000,001 to $5M is charged at 0.8%. More than $5M is charged at 0.7%.

CONNECT WITH US

We can help you make a plan for building — and redistributing — wealth.