At Innermost Wealth Management, we help women and their families feel clear, confident, and in control of their financial lives.
We’re a fee-only, independent boutique firm based in Michigan and proudly serve clients virtually across the U.S.
Our founder, Kimberly A. Houston, CFP®, CRPC®, is a seasoned fiduciary wealth advisor with over 12 years of experience across client-facing, operational, and investment roles. She’s worked at large national broker-dealers, boutique RIAs, and innovative fintech startups, bringing a well-rounded perspective to every financial plan and client relationship. Kimberly holds honors degrees in both finance and psychology from Michigan State University. Go Green!
We offer comprehensive, psychology-informed financial planning and investment management rooted in trust, transparency, and long-term partnership. Our approach blends technical expertise with emotional intelligence, creating space for meaningful conversations around money AND emotions — without shame or judgment.
Whether you're planning for retirement, managing equity compensation, navigating divorce, aligning your finances with your values, or simply seeking clarity, we’re here to grow with you and support you through every life chapter.
⭐️ Book your introductory call: https://calendly.com/innermostwealth
⚖️ For important regulatory and compliance information, please review our social media disclosure: https://bit.ly/socialmediadisclosureIWM
🔎 For additional information, including services offered and potential conflicts of interest, please review our latest Form ADV: https://adviserinfo.sec.gov/firm/summary/333719
Company Details
- Employees
- 1
- Address
- Troy, Michigan 48083, Us
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.innermostwealth.com
- Keywords
- Financial Planning, Investment Management, Psychology, Life Planning, Divorce Planning, Equity Compensation, Retirement Planning, Tax Planning, Estate Planning, Insurance, Life Transitions, Small Business Planning, Women's Financial Planning.
- HQ
- Troy, Michigan
Innermost Wealth Management Questions
Innermost Wealth Management's website is http://www.innermostwealth.com
Innermost Wealth Management's LinkedIn profile is https://www.linkedin.com/company/innermostwealth
Innermost Wealth Management has
1 employees.
View email and phone details for 1
employees at Innermost Wealth Management.
Innermost Wealth Management's industry is
Financial Services
Innermost Wealth Management's top competitors are
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Taurus Capital Partners,
Origin,
Owen Legacy Group A Member Of D.a. Davidson & Co.,
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Arvada Wealth,
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Zen Wealth Management Group.
Innermost Wealth Management's categories are Financial Services
