Umoja Wealth Management was founded from a desire to make a meaningful difference in the lives of veterans and military families. After serving 22 years in the U.S. Navy, our founder experienced the challenges that come with transitioning from military life to the civilian world and saw firsthand the financial gaps that many veterans face. This experience shaped our mission to empower veterans by providing them with the financial tools, knowledge, and guidance they need to build secure and prosperous futures. We believe that everyone deserves access to the financial resources that can transform their lives, and we are passionate about closing the financial literacy gap for those who have served our country.
Our approach is rooted in respect for the military community and a commitment to helping clients achieve financial independence. At Umoja Wealth Management, we don’t just see clients; we see people who have made sacrifices for our country and who deserve to be supported in their financial journey. We advocate for veterans by sharing underrepresented financial knowledge and empowering our clients to secure their families’ futures. This mission is personal to us, and every day, we’re driven by the belief that financial freedom is within reach for veterans and their families, and we’re honored to help make that a reality.
At Umoja Wealth Management, we’re here to guide you through every step of your financial journey. Whether you're a veteran, military family member, or civilian, our team is ready to discuss your unique financial needs and create a strategy tailored to your goals.