Mission statement

Our mission is to accompany individuals along their unique path of making financial decisions, encompassing a shared commitment, and ultimately creating a common benefit.

Our story

Flatwater Wealth was founded in 2021, though our origins trace back many years. As a locally-owned, financial services firm, Flatwater Wealth was established to provide our clients with local decision-making capabilities. From day one, the goal of Flatwater Wealth was to build on our individual experiences and encompass a true team approach. This has allowed us to collectively embrace a forward-thinking mindset, where each member of our team is able contribute to the shared vision of Flatwater Wealth while pursuing their own growth and aspirations.

We are proud to serve our clients with this team-centered culture, and we look forward to together continuing to shape the story of Flatwater Wealth.

Our values

Though our story has evolved over the years, what has remained constant are our firm’s principle beliefs, which can be summarized in five core values.  These core values are our daily guide in how we work with our clients and with each other.

  • Clients First
  • Care For One Another
  • Own Your Role
  • Collaborate and Have Awareness
  • Compete with Integrity