The Source: Wayne B Titus III, CPA/PFS, AIFA founded AMDG Financial and AMDG Business Advisory Services in 2002 based on his 15 years’ experience at two large accounting firms working with Fortune 50 clients. He dove into entrepreneurship to make a bigger impact on people's lives. As a fee-only fiduciary adviser, his loyalty is to his clients: he places their interests ahead of his own or his firm’s. With assets of more than $150 million, AMDG Financial integrates tax, financial and investment strategies to help clients make financial and life transitions successful on purpose. The company's credo is, 'From financial wisdom, better stewardship.” His latest book is The Entrepreneur’s Guide to Financial Well-Being (Lioncrest Publishing, March 2019).
“entrepreneurs don’t know what they don’t know. And if you want to engage an adviser that’s an interpretive adviser… I love the word solidarity… Solidarity is when you walk in solidarity with somebody you are walking with them through life’s journey. And you want to find advisers that are walking through life’s journey with you and that are willing to be there with you and to know intimately your business and how you are operating and how you want to operate, what your vision is and help you deliver that. So, I think it’s important to find that adviser that’s not giving advice from a silo, that they have a broad understanding… A broad and pretty deep understanding of how to integrate that tax, financial and investment strategy because again it’s not what you earn in the market, it’s what you keep after taxes that’s important”…[Listen for More]
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