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Our primary regulator, FINRA, provides numerous investor education materials. One
resource is BrokerCheck, which provides information about firms and financial advisors.

Estate Planning and
Retirement Specialists

Together we can really make a difference

Wealth Management

We can help you achieve your wealth management goals

Certified Financial Planner

Put your needs first. Work with a CFP®

Tax Planning

Personalized financial guidance to local individuals and businesses

create. grow. protect.your estate

  • Investment
  • Estate
  • Business
  • Gaylor Tax
    Services, LLC
    (visit our unaffiliated
    tax resource)


The only certainty in life and business is change, and managing that change has never been more challenging than it is in today’s economy. Planning for your personal or business financial future doesn’t have to be fraught with uncertainty and stress. With Active Money Management on your side, you will see a much clearer path to financial success. There is no time like the present to get started. Join us as we work to create, grow and protect your estate.

Create. Grow. Protect. Your Estate

Our Videos

We Are

The story of how you get from here to there and how Active Money Management can help.


We Do

As your money grows, life doesn't get simpler. It gets more complex, but we can help.


Creative Planning

In wealth management, creative thinking is an art and a science. Learn why.


Life in
a Box

Assets grow over time. Active Money Management helps manage life's boxes.