Real Advice. One Flat Monthly Fee. No AUM Charges. No Commissions.

At Unbound Capital Advisors, we help business owners and financially independent individuals gain clarity and control over their finances. Our transparent flat-fee model offers strategic financial planning and proactive investment management—without commissions or sales pressure.

We specialize in partnering with entrepreneurs who seek to integrate personal and business finances, optimize taxes, plan for liquidity events, and build generational wealth. Our goal is to bring peace and purpose to your financial decisions through tailored guidance and long-term planning. Whether scaling your company, exiting your business, or aligning your finances with your values, we’re here to help you lead unbound.