At Scout Wealth Advisors, we ensure your company’s financial success supports your personal financial goals. As part of the Scout Financial Network, we bring together expertise in accounting, tax, insurance, lending, and investment strategy—all under one roof. Instead of your financial goals being blocked by silos and oversights, our collaborative system ensures integration, efficiency, and alignment from every angle. Scout provides you a team that understands your entire financial world and works together to move it forward.
At Scout Wealth Advisors, we provide personalized, goal-driven financial planning and investment strategies for small and mid-sized business owners. Our mission is simple: align your business success with your personal financial freedom.
What truly sets us apart is the Scout Financial family — our full-service financial network that brings together accounting, tax, insurance, payroll, and lending expertise under one roof. This structure gives our clients a 360° financial advantage, where every piece of their financial life works together seamlessly.
Scout Wealth Advisors offers the experience and personalized service of a boutique advisory firm backed by the strength and collaboration of seasoned professionals across multiple disciplines.
What This Means for You
Your investments, tax strategy, and business finances are all connected and coordinated for maximum efficiency.
Our advisors partner with in-house CPAs, insurance professionals, and lenders to create solutions tailored to your unique situation.
By aligning with Scout Financial’s accounting and tax experts, we help you keep more of what you earn and grow wealth strategically.
One trusted partner, one team, one cohesive plan — so you can focus on running your business and living your life.
CIO, CCO
Founder & Managing Principal
Principal
Principal
COO
Principal
Benefits Manager
Have a question or feedback?
Fill out the form below, and we’ll respond promptly!
Call us at 844-839-9100 or fill out our form, and we’ll contact you within one business day.
