Services & Packages That Grow With You.
From foundational planning to advanced digital asset integration, Exponential Advisors supports Army veterans with transparent pricing and unparalleled expertise.
Our Financial Planning Packages
Explore our transparent, tiered pricing designed to meet your needs—combining time-tested financial planning with innovative strategies like cryptocurrency and digital asset integration.
Catalyst
“Get Started with a Spark” – Build a strong foundation for financial growth.
You'll Get:
Accelerator
“Amplify Your Momentum” – Expand strategies with added expertise.
Everything in Catalyst, Plus:
Singularity
“Experience Exponential Transformation” – Comprehensive, white-glove service.
Everything in Accelerator, Plus:
The Exponential Promise
At Exponential Advisors, we believe that true financial partnership means standing by our word—and by our clients. That’s why we offer the Exponential Promise: if you’re not completely satisfied with our service within the first 90 days, we’ll refund your entire initial planning fee, no questions asked.
Our Services at a Glance
We’re here to help with all your financial needs—whether you’re a veteran navigating benefits or exploring new investments like digital assets. Our personalized approach ensures you have the guidance and support you need, no matter where life takes you.
We Offer The Following...
Financial Planning
We help you manage your budget, optimize cash flow, and create personalized strategies for retirement and investment.
Digital Assets
We guide you in integrating digital assets like cryptocurrency into your financial plan for future growth.
Tax Strategies
Our tax-efficient strategies minimize burdens while maximizing growth, with expertise in crypto tax planning.
Debt Management
We help reduce debt and improve your credit score for better financial health and future opportunities.
Risk Management
We review your insurance coverage and recommend changes to protect against life’s unexpected risks.
Estate Planning
We work with you to create a plan for your estate, including wills and trusts, ensuring your legacy is secure.
Military Services
We optimize military benefits and pensions while helping veterans transition to civilian careers with financial success.
Free Resources
We host workshops and provide ongoing content to keep you informed on financial planning and digital trends.
AI-Driven Insights
Using AI, we create customized strategies, offering deeper market insights and efficient planning.
Personal Experience
We offer high-touch service and a seamless onboarding process, building long-term, trusted relationships.
Start Building Your Wealth Today
Book your Free Assessment to learn how we simplify your planning, maximize your military benefits, and implement digital assets—all tailored to your goals.
We guarantee a stress-free, no-pressure call—every time.