Guiding Your Financial Journey with a Personal Touch
Scott Klahn
Wealth Advisor
Scott Klahn will be the first to tell you he didn’t set out to become a financial advisor. In fact, his career in finance began almost by accident. After deciding not to pursue a career in chiropractic, he took a trial run in financial services instead—a trial that barely lasted a year.
Though short-lived, that experience planted a seed. Scott found himself fascinated by the question of what people should be doing with their money. It was a curiosity that stuck with him, even as he moved into the corporate world.
There, he saw firsthand how little guidance people received about crucial financial decisions. Co-workers were handed thick booklets on 401(k) plans or stock options with no real explanation. Worse yet, Scott watched as the company he worked for went bankrupt, an experience that left him with a deep understanding that contingency planning isn’t optional; it’s essential.
With a few more life lessons and a much deeper understanding of personal finance, Scott came back to financial advising, not as a trial, but as a mission.
Since then, Scott has guided clients through some of the most meaningful transitions in their lives.
The impact financial independence can have on a person, and their quality of life is powerful. It’s not just about the numbers, it’s about witnessing people rediscover happiness and purpose when they have the freedom to live life on their own terms.
For Scott, it’s never been about how much money someone has today, it’s about whether they care enough to keep growing. He loves working with people who have a growth mindset, no matter their starting point. Because when someone is committed to improving themselves, financial success often follows.
Scott helps his clients align their investments to their goals and risk capacity, and reminds them that financial planning isn’t a finish line you cross, it’s a living plan that evolves over time.
Over the years, Scott has learned that the most fulfilling part of his work isn’t just the numbers or the plans—it’s the relationships built along the way.
I was told once that it’s better to make a client a friend than try to make a friend a client, and that couldn’t be truer. My clients know about my family, my interests—and I know theirs.
When he’s not guiding clients toward financial freedom, you’ll likely find Scott outdoors, either golfing or biking; activities that help him recharge. At home, he and his girlfriend enjoy playing Scrabble to help them keep their minds sharp and the TV off.