Our Firm

1322 Advisors was founded with the goal of assisting our clients in every aspect of their financial lives. By seeking to help families and small to mid-sized businesses work toward financial independence through innovative wealth management strategies, we strive to put our clients’ needs first, delivering objective and comprehensive service and support.

Client Centered

Over the years of working with our clients, we have heard a common theme about how you view your wealth and your legacy.  Many of you have even mentioned that you wish to leave an inheritance to your children’s children. For so many of you, your legacy is much more than just your financial legacy that passes from one generation to the next. It involves your family, spiritual and business values as much as it includes your financial legacy. That common theme has been a constant reminder for our team in how we approach financial planning and wealth management. 

Thirteen Twenty-Two is based upon Proverbs 13:22, “A wise man leaves an inheritance to his children’s children.” It is our goal to assist every client in not only embracing and reaching your goals and dreams, but also to pass those goals, dreams and values on to your next generation.

As our team continues to grow, we are investing our time and resources to help you focus on building your legacy, one dream at a time.

Our team of professionals follow a very disciplined approach as we work with every client:

  • Discovery We want to learn more about you, your family, any unique situations you may have, your priorities and goals, how you view risks, and discuss our investment process.
  • Gather Your Important Documents We will have you provide your financial statements and other necessary documents to review and customize your plan.
  • Evaluate and Customize Your Plan After we have completed our Discovery and have all relevant data, we will begin evaluating your unique situation and customize a plan for you and your family.
  • Review and Implement We will meet to review your customized plan, answer any questions you may have and once all your questions are fully answered, we will implement your plan.
  • Review Your Plan We will periodically review your plan, meeting via phone on a quarterly basis (or more often if needed) and in-office semi-annually thereafter.

Contact our team for an initial consultation by calling us at 817-484-9800.

Our Financial Professionals provide investments and services through a Traditional Brokerage or Fee-Only basis. Fee based services are offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Our company is based on the principle that education and understanding of your current financial situation is vital to confidently make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, give us a call at 817-484-9800.

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