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About this business
Semper Wealth Management LLC was founded by Mike Machata in 2019. The name is derived from the Marine Corps Motto "Semper Fidelis", which means "Always Faithful" in Latin. Mike wanted to take the principles of honor, courage, and commitment learned as a Marine Corps and Purple Heart veteran and apply them to the way we pursue our clients' best interests. New technologies allow our clients to plan their financial lives efficiently, effectively, and intelligently. A wave of new legislation, financial instruments, and vendors allow us to disintermediate previously entrenched middlemen and offer better investment strategies at a lower net cost to our clients. As a Registered Investment Advisor with a CERTIFIED FINANCIAL PLANNER Practitioner (CFP) leading the team we are true fiduciaries to our clients and put their interests ahead of our own.
Products and Services
401k
Bonds
Estate Planning
Financial Planning
Investment Advice
Investments
Mutual Funds
Fiduciary
Stocks
Veteran-Owned Business
CFP
Fixed Income
Certified Financial Planner
403b
Will
Marine Corps Veteran
Purple Heart Veteran
Trust
Wealth Advisor
Financial Advisor
Investment Advisor
Equities
Investment Advisory
Service-Disabled Veteran-Owned Small Business
Chartered Financial Analyst
Small Business
Business Valuation
CFA
Brands
Charles Schwab, Stocks, CFP, Fixed Income, 401k, Certified Financial Planner, Estate Planning, 403b, Investments, Will, Mutual Funds, Purple Heart Veteran, Bonds, TD Ameritrade, Trust, Wealth Advisor, Financial Advisor, Equities, Financial Planning, Service-Disabled Veteran-Owned Small Business, Veteran-Owned Small Business, Chartered Financial Analyst, Small Business, Business Valuation, CFA
mike.machata@semperwm.com
Mon 8:00 AM to 8:00 PM
Tue 8:00 AM to 8:00 PM
Wed 8:00 AM to 8:00 PM
Thu 8:00 AM to 8:00 PM
Fri 8:00 AM to 8:00 PM
Sat 8:00 AM to 8:00 PM
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