At Thirteen Twenty-Two Advisors, we believe that financial planning goes beyond mere numbers and investments. It's about crafting a legacy that reflects your values, aspirations, and the profound connection you have with your loved ones. Our firm provides more than just financial advice; we are here to offer a comprehensive framework to navigate life's uncertainties with confidence and purpose.

Our ideal client, like you, values the importance of family, a sense of belonging, and the continuous pursuit of personal growth and responsibility. These values are the cornerstone of our approach, and we are committed to aligning your financial strategies with your deepest convictions. We understand that your financial well-being is intricately woven into the fabric of your life, and we are here to ensure that every decision made reflects your unique legacy.

Our Process - The Capstone FORMula

Our Process - The Capstone FORMula

Learn more
What to Expect

What to Expect

Learn more
Our Planning Strategy

Our Planning Strategy

Learn more
Critical Financial Events

Critical Financial Events

Learn more
Employer-Sponsored Plans

Employer-Sponsored Plans

Learn more

Have a Question?

Thank you!
Oops!