Fee-Only Financial Advice

Trishul Patel, CFP® is a 100% virtual, fee-only financial planner serving clients locally in West Palm Beach, Florida, and across the country. Investing Forever Advisory provides project-based and ongoing financial planning and investment management solutions designed to help high-performance professionals obtain financial security and freedom sooner rather than later. As a fee-only, fiduciary, and independent financial advisor, Trishul Patel, CFP® is never paid a commission of any kind and has a legal obligation to provide unbiased and trustworthy financial advice.

Financial Freedom, One Step at a Time.

How Can I Help You?

Be Your Own Boss

We advise high-performing professionals in search of financial freedom sooner rather than later.

Clear Mission

Take control of your financial future without the need for an expensive middleman. We are virtual, and location independent.

Peace of Mind

Your best interests come first. We are fee-only. We are fiduciaries. And we will never accept commissions.

Stay on top of your finances with this free Financial Check-up Guide.

Our Services



[Retirement Planning | Investment Analysis | Estate Planning | And More…]

Simple Strategies. Sound Science.

* Note: Fees contingent upon complexity and assets involved in your specific situation.

Get Started Today

I think, live, and breathe finance, but that doesn’t mean that you have to. Let’s see what we can come up with together, one plan at a time, and one step at a time.

Not sure how to begin? No problem. Schedule a free, no obligation 60-Minute Quick Start consultation with me, and we’ll go from there.

Check Out Our Latest Podcast Episodes

#103. Don't miss out on big savings during Open Enrollment Season. The Mind Money Spectrum Podcast

  1. #103. Don't miss out on big savings during Open Enrollment Season.
  2. #102. Your guide to navigating the equity compensation jungle (inc. ISOs, NSOs, RSUs, & ESPPs).
  3. #101. ISO University: It's IPO Time! So now what do you do with your ISOs?

Find peace of mind with our professional and one-on-one service.
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