What is a Wealth Collective?

We’re not your dad’s wealth manager. We’re a wealth collective — a growing, client-centered team of fiduciary financial planners, here to help you build wealth that aligns with your real life. And we’re just getting started — with tax professionals and financial therapists joining the collective soon.

Meet Our Team

Two passionate professionals who got fed up with the traditional financial services industry and decided to build something better.

Steve Morris M.A., CFP®

Co-Founder & Advisor
Schedule an Introduction Call With Steve

Becky Vogt-Lundeen CFP®, RICP®

Co-Founder & Advisor
Schedule an Introduction Call With Becky

Our Values

We don't hide who we are, and we don't expect you to either. These are the principles that guide everything we do.

Fun Over Fear

Your financial planning should be exciting, not terrifying.

Evidence Based Advice

The financial industry is cluttered with advisors, we practice with integrity by following the facts based on peer reviewed research.

Authenticity First

We lead with our real selves and encourage you to do the same.

Do No Harm

While we don’t take an oath, we are board-certified in financial planning*—and your best interests always come first. *CFP® Professionals

Rooted In Fairness

We care deeply about access, justice, and sustainability—in medicine and in money.

Energy Always

We bring enthusiasm to everything because your future should feel bright.

Our Approach

While other advisors focus on one thing, we believe your financial plan should maximize three things that actually matter.

Time

Every hour you spend worrying about money is an hour you can't spend with people you love or doing work that matters. We help you buy back your time.

Money

Build wealth that works for your values, not just your bank account. Our goal is to help you grow money you can actually enjoy spending.

Memories

Life is happening now, not just in retirement. We help you create experiences and memories while building security for tomorrow.

What Makes Us Different

We Say "Spend More"

While others lecture about lattes, we help you spend confidently on what brings you joy. Life is too short to live like you're still in residency.

We Get Medical Life

We're married to medical professionals and work alongside them every day. We understand your schedule, your stress, and your goals.

Values-Forward Always

We provide evidence-based advice rooted in fairness. We're liberal, anti-racist, and won't hide it. If that bothers you, we're probably not a good fit. If it excites you, let's talk.

Burnout Prevention Focus

Financial stress contributes to burnout. We help you love your career again by taking money stress off your plate.

Ready to work with advisors who get it?

Stop settling for financial advice that doesn't fit your life. Let's build something better together.
Schedule A Consultation