01
One connected relationship
Investments are evaluated alongside cash flow, taxes, risk, and the goals that make each decision matter.
Independent wealth advisory · Targeting June 2027
Clarity today.
Confidence always.
Sigma² is being built for people who want their portfolio, planning, taxes, and major decisions to move with the same intention.
Planned fee-only fiduciary model · AUM-based fee structure
Risk & return relationship
A system for the whole picture.
Portfolio
Purposefully built
Planning
Fully coordinated
Decisions
Clearly considered
The Sigma² standard
Thoughtful guidance.
Disciplined execution.
Generational impact.
02
A cadence that fits real life
The planned relationship is designed around one to four formal conversations each year, with a rhythm shaped by your needs.
03
Education before action
Recommendations should be understood—not simply received—so you can move forward with confidence and context.
A coordinated system
Investing is only one variable.
A well-built financial life accounts for tradeoffs across every moving piece. The approach connects those choices so progress in one area supports the others.
The core
Portfolio construction & ongoing management
A portfolio should reflect goals, cash needs, time horizon, and capacity for risk—then remain under active consideration as markets and life change.
Goal alignment · Diversification · Rebalancing · Ongoing oversight
Planning around real life
Holistic financial planning
An actionable view across retirement, education, major purchases, and the long-term goals that matter most.
Tax strategy
Tax-aware coordination across investments and planning.
Risk management
Thoughtful protection for the risks that can disrupt progress.
Cash flow management
A clear purpose for spending, saving, and reserves.
Estate planning
Planning that helps support the legacy you intend.
Built for the long view
A future practice with a clear standard of care.
Sigma² is being developed as an independent, fee-only advisory practice targeting a June 2027 launch. The aim is exceptional service: calm preparation, clear education, and a relationship that makes complex decisions feel more manageable.
The founder is completing a Bachelor of Science in Finance at Brigham Young University and intends to complete the CFP certification and Series 65 registration requirements before launch. Sigma² is not currently operating as an RIA or offering advisory services.
Planned model: AUM-based fees, no commissions, and ongoing access by call, email, or text between scheduled reviews.
Pre-launch list
Stay close to the work before the doors open.
Receive measured pre-launch updates, educational resources, and a priority notice when future availability opens.
Sigma² is targeting a June 2027 launch. Joining this list is not an advisory engagement, does not create an adviser-client relationship, and does not guarantee future availability.
Launching June 2027
When the time is right, the right questions are a good place to begin.
Follow the build with occasional updates and a priority notice when future availability is announced.