Complete Financial Coordination: Plan. Live. Grow.
Our Story
At Our House Wealth Advisors, we believe that financial planning is not just about numbers and investments, but about building a life filled with purpose, passion, and prosperity. Our founders, Robin Stacey House, CCFS, and Tony Michalek, have decades of experience in both Canada and the United States, and have dedicated themselves to helping individuals and families achieve their financial goals. With a passion for educating and empowering others, we strive to create a personalized approach to financial planning that is tailored to each client's unique needs and goals.
Our Services
At Our House Wealth Advisors, we offer a wide range of services designed to help you achieve your financial goals. From retirement planning to college planning, we have the expertise and guidance to help you navigate the complexities of the financial world. Whether you're just starting out in your career or nearing retirement, we can help you build a customized plan that sets you up for long-term success.
Retirement
What does successful retirement look like for you? Whether it's traveling the world, spending time with loved ones, or pursuing your passions, we want to help you achieve your retirement goals. Our team of experts will work with you to build a personalized plan that takes into account your unique needs, goals, and objectives.
College Planning
Are you worried about managing college costs? At Our House Wealth Advisors, we understand the importance of higher education and the significant financial investment required to achieve it. Our college planning specialists will work with you to develop a customized plan that helps you navigate the process of choosing the right college fit, applying for financial aid, and managing the costs associated with higher education.
Cross Border Planning
As Canada and the United States are integrated economies, it's not uncommon for individuals to have ties to both countries. At Our House Wealth Advisors, we have the expertise and knowledge to provide comprehensive financial planning services for individuals and families navigating cross-border financial arrangements. From retirement plans to tax planning, we will work with you to ensure that your financial goals are aligned with your cross-border needs.
Meet Our Team
At Our House Wealth Advisors, we're passionate about providing exceptional service and guidance to our clients. Meet our team of experts, including Robin Stacey House, CCFS, our founder and lead advisor; Tony Michalek, our COO and college planning specialist; Michael Mahoney, our vice president and financial consultant; Nora Berry, our client relations specialist; Benae Cartright, our college planning specialist; and others.
Conclusion
At Our House Wealth Advisors, we believe that financial planning is a journey, not a destination. It's a journey that requires careful planning, expert guidance, and a deep understanding of your unique needs and goals. Our team of experts is dedicated to helping you achieve financial peace of mind, whether you're just starting out in your career or nearing retirement. Let us help you build a brighter financial future.
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