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OUR MISSION

We help entreprenurially-minded business owners find and fix money leaks and leverage alternative savings strategies so they have more to invest (accelerating time and money freedom), without working harder or sacrificing their lifestyle

Money Finder Cheat Sheet and Roadmap

See How One Business Owner
Increased Their Cashflow by $97,000/year

(And How You Can Fix Your Hidden "Money Leaks" Too...
Without Working Harder or Sacrificing Your Lifestyle)

HOW WE DELIVER

We help established business owners find and fix money leaks and leverage alternative savings strategies so they have more to invest, without working harder or sacrificing their lifestyle.

Rather than giving you one step of the process (or one strategy or financial product), we guide you through the bigger journey to financial freedom.

Using our 3-step roadmap, we help you create time and money freedom by keeping more of the money you make, protecting it, and investing in cash-flowing assets.

Through our family office model, we utilize strategies for cash flow, long-term tax reduction, estate and business legal planning, creative whole life insurance strategies (Privatized Banking) and alternative investments.

If you’ve ever thought, I don’t understand my investments or that you’ll hand things over to an advisor, it’s time to rethink your plan. Learning how to manage your wealth and create more of it is easier than you think.

The financial industry serves average people and gets mediocre results. To be extraordinary you need the knowledge to play an active role in your wealth creation using a different paradigm.
Escape average to pursue wealth.

THE MONEY ADVANTAGE TEAM

BRUCE WEHNER

Chief Cash Flow Strategist & Lead Advisor

Rachel Marshall

RACHEL MARSHALL

Chief Financial Educator & Co-Founder

LUCAS MARSHALL

CEO & Co-Founder

Ryley Smith

Ryley Smith

Wealth Strategist