Exit Wealth Advisors

Exit Wealth Advisors provides discretionary and non‑discretionary investment management and personalized financial planning primarily for high‑net‑worth individuals, business owners and related entities (the firm is designed to serve the $2,000,000+ market). The firm also works with family offices, trusts, foundations, corporate entities and qualified retirement plans and manages approximately $243 million in regulatory assets for roughly 170 clients with a two‑advisor team.

Investment recommendations are tailored to each client’s goals and risk profile and are implemented across a broad opportunity set, including mutual funds, ETFs, equities, fixed income, REITs, closed‑end funds, structured notes, private funds/alternative investments and cryptocurrency; Exit Wealth Advisors typically employs fundamental analysis and a long‑term orientation while also using short‑term trades when warranted and may recommend External Managers for portions of a client’s assets. The firm uses an AI‑enabled financial planning platform called The Buck Guru in delivering certain planning services, and all outputs from that tool are reviewed by supervised advisory personnel before client delivery.

Distinctive features disclosed in the brochure include the firm’s use of testimonials, endorsements and advertised performance results in its marketing, and advisory personnel who are also licensed insurance professionals and may receive commission‑based compensation for insurance sales; the firm also discloses the related‑person ownership of The Buck Guru. These practices — marketing performance and endorsements and the insurance affiliation alongside use of a proprietary, related‑party AI planning tool — are noted as potential conflicts that Exit Wealth Advisors discloses and seeks to manage.