Real People, Honest Conversations About Money
Started in 2019 because we saw too many people getting generic advice that didn't actually fit their lives. We're not here to sell you products or push complicated strategies you don't need.
How We Actually Got Started
Back in early 2019, our founder was working at a traditional bank and kept seeing the same pattern. Clients would come in stressed about money, and they'd leave with a stack of brochures and products they didn't really understand.
That didn't sit right. So we started small—just a few people who believed financial planning should be about listening first, then building something that actually makes sense for each person's situation.
By 2021, we'd moved into our own space at Space Inspirium and built a small team. No fancy corporate setup. Just a group of advisors who genuinely care about helping people figure out their financial path without the usual industry jargon and sales pressure.
What Makes Our Approach Different
We've noticed most people don't need complex financial instruments. They need someone to help them think through their actual priorities and make realistic plans.
No Cookie-Cutter Plans
Every consultation starts with understanding your specific situation. What works for one person might be completely wrong for another, and we're okay taking the time to figure that out.
Plain Language Always
Financial planning has enough moving parts without adding unnecessary complexity. We explain things the way you'd explain them to a friend over coffee.
Long-Term Relationships
Your financial situation changes—new job, family additions, unexpected expenses. We're here for those ongoing conversations, not just a one-time meeting.
The People You'll Actually Work With
We're a small team, which means you'll get to know us pretty well. Everyone here has real-world experience—not just certifications and theory, but actual years of helping people navigate financial decisions.
Bjorn Lindqvist
Specializes in retirement planning and investment strategies. Been doing this for 12 years and still learns something new from every client conversation.
Tadeo Vercelli
Focuses on debt management and wealth building. Works mostly with young professionals and families trying to balance current needs with future goals.
What We Actually Believe In
Transparency Over Sales
We'll tell you if something doesn't make sense for your situation, even if it means less business for us. Building trust matters more than any single transaction.
Education, Not Dependence
Our goal is helping you understand your options well enough to make confident decisions. We want you to feel empowered, not dependent on having us hold your hand forever.
Realistic Expectations
Financial planning isn't magic. It's consistent effort over time. We'll help you set achievable goals and build habits that actually stick, rather than promising overnight transformations.