Jeremy Kisner About Page Hero

You make a million decisions every day.
Let me help you make this one.

I help executives & high-achieving professionals
plan their finances and manage their investments.

5 Things That Make Wealthy Families Happiest

Hi, I am Jeremy Kisner, a fee-only Certified Financial Planner based in Phoenix, Arizona. I have been a financial advisor for 20 years and I currently work with more than 100 families. I noticed years ago that sometimes the $1 million client was happier with their lives than the $10 million client.

So, in addition to trying to grow my client’s assets, I began to research, what is it that makes wealthy families happy besides simply accumulating more money?

I found the 5 things that make wealthy folks the happiest are: Experiences (vs material possessions), Investing in their Health, Investing in Relationships, Free Time, and Activities that provide a sense of purpose.  Watch the video to learn more.

Also, please enjoy the 180 personal finance and retirement planning articles on my Blog, FAQs, and video gallery. The links below will bring you to an overview of our financial planning and investment management services.  Lastly, I encourage you to schedule a call with me when you are ready to discuss your personal financial situation.  I would love to help you build and protect your wealth and more importantly, to help you use it to build a life you love.

Thanks for visiting my website,

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Financial Planning

Let’s talk about what the next chapter of your financial life looks like.

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Investment Management

Let’s ensure you have sufficient resources to fund what’s most important to you.

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Executive Compensation

Let’s think about how to minimize taxes and maximize all forms of stock compensation.