The Appian Wealth Logo with the Appian Way in the background

Our Mission

Guiding driven, caring people on their journey to financial freedom and achievement of their dreams.

Our Values

Committed to Lifelong Learning

Family-Focused 

Principled 

Authentic 

Empowering

Origin of "Appian Wealth"

We chose the name "Appian Wealth" with a clear vision in mind: to symbolize our mission to guide driven, caring people on their journey to financial freedom and the achievement of their dreams. The Appian Way, or "Via Appia," was among the most strategically important Roman roads of the ancient republic. Constructed in 312 B.C., it connected Rome to the southern parts of Italy, allowing the region to flourish economically. Just as the Appian Way served as a vital route for the Romans, “Appian Wealth" represents a structured and reliable path for our clients to reach their own financial prosperity and life goals.

Analogous to how the Appian Way has endured for thousands of years, Appian Wealth is built to last. We serve families and businesses in their multigenerational planning, ensuring that your children, grandchildren, and business successors will be able to count on Appian Wealth to serve their needs for generations to come. Our commitment to enduring relationships and long-term success is the cornerstone of our approach, guiding you through every stage of your financial journey.

You dream it. We'll help you live it.

We believe that you shouldn't have to hope for the life you want - you can choose to live it. Our version of financial planning helps you life your best life, your whole life. Our team can help you create a personalized financial plan that has a firm foundation in your beliefs and addresses your hopes for the future.

Each of us has a different vision of what it means to be financially secure, and your vision is likely to change throughout your lifetime - when you begin your career, start a family, educate your children, and enter retirement. Achieving financial security through life's phases takes more than creating a comprehensive plan; you also have to take action on your plan and evaluate and adjust it over time. 

Together, we'll create a timeline to help protect you and your family. We'll help you execute the steps necessary to respond to whatever life brings so that you can confidently spend your life living.

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

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