Welcome to Our House Wealth Advisors

Financial clarity starts at home

At Our House Wealth Advisors, we believe financial planning should feel personal—not transactional. As a fiduciary financial advisor serving clients from Chicago to Tampa Bay, we offer thoughtful, judgment-free guidance for every chapter of life. Whether you're just starting out, nearing retirement, or navigating cross-border finances, we help you make confident decisions with clarity and purpose.

Clarity when things change. Confidence moving forward.

Financial Planning for Real Life Transitions

At Our House Wealth Advisors, we help people plan through real transitions—starting careers, raising families, navigating international moves, preparing for retirement, or managing wealth across generations and borders.


You don’t need to be wealthy to work with us. You just need honest questions and a desire to feel more in control. We’ll meet you there—with personalized guidance, transparent fees, and a focus on the people and goals that matter most to you.

Financial Advice That Feels Like Home

You deserve more than a one-size-fits-all plan.

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Cross-Border Financial Planning

For Canadian citizens living, working, or retiring in the U.S.—and vice versa. We're one of the few U.S.-based fiduciaries with deep experience on both sides of the border.

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College & Education Planning

Practical support for families navigating tuition, financial aid, and education savings—with care for your future and your child’s.

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Flexible Financial Planning Options

Subscription-based and project-based models that work for a range of life stages and account sizes.

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No Sales. No Judgment.

We’re fiduciaries. That means we work only for you—not a brokerage or product provider.

What We Offer

Comprehensive planning that meets you where you are.


  • Retirement Planning
    Know when you can retire, how to make your income last, and what legacy you want to leave behind.


  • College Planning
    Make smart choices about funding education without compromising your long-term goals.


  • Insurance & Protection Planning
    Build resilience with strategies to protect what you’ve worked hard to earn.


  • Cross-Border Financial Planning
    Navigate the complexities of dual citizenship, taxation, and investing across borders.


  • Subscription-Based Financial Planning
    Access professional support without needing a high net worth—ideal for emerging earners and busy professionals.

Who We Serve

We work with people who value clarity, not complexity.

Our clients are teachers, engineers, retirees, small business owners, and Canadian expats living in the U.S. Many came to us overwhelmed, unsure where to start, or tired of feeling like they “should know more.” They stay because we speak in plain language, stay accessible, and always take the time to listen.

See if We’re a Fit →

Where We Work

Based in Chicago and Tampa Bay, we also work virtually with clients across the U.S. and Canada. From downtown Houston or the retiree-friendly coast of Naples, we bring hometown warmth to every conversation.

Start Your Plan Today

You’re Not Starting From Scratch—You’re Starting From Experience

Wherever you’re coming from, we’ll help you plan your next step with clarity.

Start With a Free Consultation →