No Minimums. No AUM Fees. No Commissions.
All You.
We’re here to help you thrive.
After years of personal and professional experience, we founded Immotus Financial to help you take control of your financial future. With personalized investment strategies and expert advice, we’ll help you build wealth with confidence and clarity—so you can focus on living your best life.
Immotus Financial makes investing straight forward—we're here to help you get to where you want to be. Founded on integrity, value and simplicity, we provide managed portfolios catered to all levels of risk aversion.
Your Money, Your Life, Your Goals.
Investing
Start with a risk assessment and a goal-aligned strategy tailored to your financial needs. Our guidance extends to employer plan rollovers like 401(k)s and HSAs, and we use tax loss harvesting to help minimize taxes and maximize your returns.
Life and Retirement
We help you make the most of tax-advantaged contributions and withdrawals. From building your nest egg to managing finances in retirement, we provide ongoing support every step of the way.
Family
Created to support you through life’s major milestones—from marriage and having a baby to divorce, caring for elderly parents, and planning for big purchases. We tailor strategies to help you stay financially confident through every chapter.
Insurance
We help you identify gaps in your insurance coverage and provide guidance on maximizing employer-sponsored benefits like health and life insurance. With annual reviews and personalized recommendations, we make sure your protection evolves with your life.
Strategic Portfolios, Simplified.
We provide a total of 12 portfolios at this time. The first 11 are constructed using varying allocations of stocks and bonds to suit a range of risk preferences:
0% Stocks / 100% Bonds
10% Stocks / 90% Bonds
20% Stocks / 80% Bonds
30% Stocks / 70% Bonds
40% Stocks / 60% Bonds
50% Stocks / 50% Bonds
60% Stocks / 40% Bonds
70% Stocks / 30% Bonds
80% Stocks / 20% Bonds
90% Stocks / 10% Bonds
100% Stocks / 0% Bonds
The 12th portfolio follows a value-based investment strategy grounded in fundamental analysis. The focus is on identifying individual stocks that appear to be undervalued relative to their intrinsic worth, with purchases made only when there is a clear margin of safety. The approach is long-term, aiming to hold these positions for several years—or indefinitely.
No hidden fees, no confusing fine print.
Just a clear, upfront fee structure so you always know exactly what you’re paying—and what you’re getting.
$135 per quarter or save with an annual plan at $495 per year.
Our pricing is straightforward—expert financial guidance for a flat, transparent rate.
