Activate Wealth LLC is a Philadelphia-based, fee-only financial planning firm specializing in serving high-earning millennials and young professionals, typically aged late 20s to early 40s, with household incomes over $200,000.

Founded to address the unique financial needs of this demographic, the firm offers a comprehensive five-meeting process covering nine key areas: goal creation, savings and cash flow, investments, education planning, debt management, tax planning, employee benefit optimization, insurance and risk management, and estate planning.

Emphasizing a balance between enjoying wealth now and planning for the future, Activate Wealth provides personalized financial plans, investment management, and strategic partnerships with professionals like CPAs and attorneys, all accessible through a secure online client portal.