08/12/2026
I built my financial advisory practice because I lived the gap I now help others close.
As a single mother, veteran, and entrepreneur, I know what it means to work hard, build something, and still feel like the financial industry wasn't built for you.
So I built something different.
I work with business owners — and especially women — who are done leaving their personal finances on the back burner while they pour everything into their business.
Here's what that looks like in practice:
✔️ You're running a profitable business but have no real investment strategy for what you're pulling out of it
✔️ You haven't maximized your retirement savings because the business always came first
✔️ You have no life insurance, long-term care plan, or protected income strategy — because there was never time
✔️ You're thinking about selling and have no idea what happens to your personal wealth when that check clears
✔️ You just want someone in your corner who is legally required to put your interests first
That's exactly what I do.
I'm a Certified Value Growth Advisor, Series 65 licensed fiduciary advisor, licensed Life & Health Insurance professional, NFEC-certified financial educator, and CFP candidate. I help business owners grow the value of their business AND build the complete personal financial life that business should be funding — investments, retirement, insurance, long-term care, and exit planning, all coordinated under one roof.
No commissions on investments. No products to sell you that don't fit. Just a holistic plan built around you.
Every business owner deserves a lighthouse, not a sales pitch. 🏮
If this resonates — share it with a business owner who needs to hear it, or send me a message. I'd love to connect.
🔗 www.audreebfinancial.com
