I trust this message finds you well. I am delighted to extend a warm greeting and introduce you to Thirteen Twenty-Two Advisors, a values-based financial planning firm committed to guiding families and individuals towards a secure and purposeful financial legacy.

Our firm draws its inspiration from Proverbs 13:22, which underscores the importance of leaving an inheritance for future generations. Just as this biblical wisdom guides us, our focus at Thirteen Twenty-Two Advisors centers on two core values: Family and Belonging, and Personal Growth and Responsibility. We believe that these values form the bedrock of a fulfilling and purposeful life. At Thirteen Twenty-Two Advisors, we understand that your financial journey is more than just a series of transactions; it's a reflection of your values, dreams, and aspirations for yourself and your loved ones.

Ideal clients for us are those who share these values and recognize the significance of building a legacy that transcends financial wealth. We understand that your wealth is not just a collection of assets; it is a testament to your life's work, dedication, and the relationships you hold dear. Creating a financial legacy extends beyond monetary transactions, and encompasses the values and principles that matter most to you.

At the heart of our services lies The LegacyBridge Framework – a comprehensive and holistic approach to financial planning. We don't merely offer point-in-time advice; instead, we provide you with a roadmap to navigate life's uncertainties. This framework is designed to empower you to make informed decisions, ensuring that your financial choices align seamlessly with your values and long-term goals.

What Sets Us Apart:

- Values-Driven Philosophy: Our commitment to values ensures that every financial decision reflects your unique priorities and aspirations.

- Family-Centric Focus: We understand the importance of family in shaping your legacy. Our strategies are tailored to encompass the well-being of your loved ones.

- Personal Growth and Responsibility: We believe in fostering personal growth and responsibility, not only for your financial well-being but for the betterment of your overall life journey.

As you embark on this journey with Thirteen Twenty-Two Advisors, you can expect a dedicated team of professionals who are not only financial experts but also compassionate advisors invested in your success.

We look forward to the opportunity to discuss how Thirteen Twenty-Two Advisors can become an integral partner in shaping and securing your financial legacy.

Thank you for considering Thirteen Twenty-Two Advisors as your financial partner. We look forward to the possibility of working together and helping you build a lasting legacy.


*All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

Our Ideal Client

Our Ideal Client

Learn more
Our Available Services

Our Available Services

Learn more
Our Partnerships

Our Partnerships

Learn more
Giving Back

Giving Back

Learn more
About LPL

About LPL

Learn more

Have a Question?

Thank you!
Oops!