ARTHAM - Wealth and Meaning
Artham is an independent, fee-only Financial Planning service, based in Dallas Texas, and serving clients across the USA.
Artham translates from Sanskrit to both "meaning" and "wealth". At some point, all of us stop and ask ourselves “what do I really really want, deep in my soul?” Some 3000 years ago, ancient Indian philosophers suggested that each of us has four foundational goals:
Wealth may seem base compared to loftier goals like Duty and Enlightenment, but it is FOUNDATIONAL. Financial security frees up your time and provides the means to pursue the other goals. This idea is central to our work.
Why Choose Artham?
Comprehensive
Our financial plans don't start and end with investments. We know that there are decisions that will have a far bigger impact on your lives - like education, insurance, estate plans etc. So, we dedicate a lot of time to make sure your entire financial life is considered and coordinated.
Committed to the Long Term
Investing your money well is complicated enough; the last thing you need is to find a new advisor every few years. We hope to work with you over a lifetime. As you and your family's needs change, we are committed to being there.
Simple & Evidence-Based
Successful investing has more to do with psychology than smarts. We take our job of helping you navigate roller-coaster markets and sticking to YOUR plan very seriously. We keep our plans simple and understandable - because simplicity is easier to stick to.
A Fair Price
Our pricing is built on two pillars - value and transparency.
Excessive fees are a sneaky detraction from successful wealth. Do you know that over a forty year career, a 0.5% reduction in annual fees can help you save 12% more for retirement? That could mean retiring several years earlier! Our flexible, value-based pricing means that we are affordable to those just starting out AND to those approaching retirement age.
Independent and Fee-Only Fiduciary
This means we don't sell any financial products and don't earn any commissions or incentives for selling products that may not be right for you. As fiduciaries, we are committed to keep your best interests foremost in all our work.
