As a business owner, your financial life doesn’t come in neat compartments. At Deacon Wealth Management, we help you connect the dots between your business success and your personal financial security—so every decision supports the full picture of your life, your goals, and your future.

Whether you’re an incorporated professional, a shareholder in a growing company, or running your own family business, our planning is designed to evolve with you. We help you take control of your wealth—not just inside your business, but outside of it too.

A high-net-worth financial advisor who gets how business works

As high-net-worth advisors, we specialize in helping entrepreneurs build, protect, and translate business value into personal wealth that lasts.

We coordinate directly with your accountant and lawyer, reduce tax inefficiencies, and bring a clear, personalized strategy to every part of your business and personal finances. From cash flow to corporate structure to long-term planning, we help you make decisions that don’t just work for today—but set you up for what’s next.

How we help business owners and entrepreneurs

  • Strategic business growth

    We partner with you to build a financial plan that strengthens your business, supports expansion, and helps you prepare for the future. Whether you’re scaling, hiring, or investing in new opportunities, we ensure your plan supports your goals without overextending your resources.

  • Comprehensive financial planning

    Your business and personal finances are connected—so your financial plan should reflect that. We build integrated strategies that support your family, retirement, and estate goals while keeping your business stable and growing.

  • Tax efficiency

    We help you structure your compensation, investments, and business assets in a way that reduces both corporate and personal taxes. Through income splitting, holding companies, and strategic withdrawal planning, we ensure more of what you earn stays with you.

  • Risk management

    Every business comes with risks—key person loss, liability, disability, or even death. We assess your exposure and recommend insurance solutions that protect your business, your family, and your partners. Our goal is simple: ensure your business continues, even when life takes an unexpected turn.

  • Investment planning

    We align your investment strategy with both personal and business goals. That could mean optimizing retained earnings in your corporation, investing tax-efficiently outside the business, or preparing for future liquidity needs. We help your money grow—on every front.

  • Incorporation and corporate structure advice

    Thinking of incorporating? Already managing multiple entities? We guide you through the pros and cons of incorporation, holding companies, and other advanced structures—ensuring every setup fits into your full financial plan.

  • Succession and business exit planning

    Eventually, every owner exits. We help you prepare for that moment—on your terms. Whether you plan to sell, pass the business to family, or transition to key employees, we build a clear business exit strategy that protects your legacy and reduces tax burden.

A financial planning experience built for entrepreneurs

At Deacon Wealth Management, we know how hard you work—and how much is riding on every decision. Our job is to help you move forward with confidence. That means being available, being proactive, and getting the details right.

Clients count on us to keep them informed, anticipate issues before they arise, and simplify complexity. You won’t have to chase us for updates—we stay one step ahead. And we treat your success like our own, because to us, this is personal.