Why We Started The Perfect RIA?

To Dramatically Change How Advisors Deliver Massive Value to Clients

Deliver Massive Value to Clients

The foundation of The Perfect RIA is creating the ultimate client experience that delivers massive value to clients, helps them achieve their goals, and improves their lives.

Spend More Time Away from the Office

We believe time is the most valuable resource, and that’s why The Perfect RIA allows you to take off over 6 months a year to spend time with family and travel the world.

Operate a Highly Profitable Lifestyle Practice

By working smart instead of working hard and by implementing highly effective systems and processes, The Perfect RIA allows practices to achieve over 50% profitability ratios.

What Other Financial Advisors Are Saying About Us

Matt Jarvis, CFP®, ChFC Jarvis Financial Services

“Matthew has what most would consider to be an incredibly profitable and successful financial advisory firm.” -Michael Kitces (www.Kitces.com/7) .

In 2020 Matthew’s firm, Jarvis Financial, ended the year with ~$1.5M in revenue on just shy of $200M of AUM and a 50%+ profit margin (EBOC), all while taking some 250+ ‘free days’ (days when he did not work). While this puts him at the pinnacle of ‘lifestyle firms’, it was a long and hard journey.

Just 10 years prior Jarvis was buried in debt, with a badly struggling practice and a morning routine of trying to figure out how to quit the industry without looking like a failure. Through several turns of fate (including an opportunity to be coached by one of the industry’s most successful advisors, Tom Gau), Jarvis clawed his way from near failure to the top of the industry. Today, in addition to running his ‘incredibly profitable and successful’ practice, Jarvis teaches other advisors how to duplicate his own success in their practice.

When not running his practice or coaching advisors (i.e. on his 250 free days each year), Jarvis can be found traveling with his family around the world (including a 6-month boat trip), mountain biking, dirt biking or doing crazy adventures with Micah.

You can learn more about the failures and successes of Jarvis in his soon to be released book Deliver Massive Value, the financial advisor’s guide to kicking a$$.

Micah Shilanski, CFP® Shilanski & Associates, Inc.

Micah Shilanski, CFP®, is a financial planner who achieves the ‘impossible’. Micah is recognized as a leader in the concept of lifestyle design for financial planners and has spoken at conferences across the country.

What’s different about Micah? While other experts can talk about lifestyle practices for financial planners – Micah lives it.

Micah currently takes more than 6 months out of the office a year, yet continues to grow his practice by at least 20% each year.

How can he do this? Micah is intently focused on delivering massive value to his clients. He is continually looking for ways to help and better serve his clients year after year. He is always looking for ways to make his office run more efficiently – and he is relentless in improving the use of his time.

Micah is considered one of the top experts in his niche of financial planning – federal retirement benefits. He enjoys finding new ways to leverage technology to serve his clients and educate the public.

Micah is the founder of Plan-Your-Federal-Retirement.com, a website dedicated to helping federal employees understand their benefits. He has created an online program that walks federal employees through creating their own financial plan. Micah is also the author of “The Best Kept Secret in CSRS”, an e-book on a unique federal benefit.

Half of Micah’s clients are in Alaska where his office is located, while the other half are across the United States. Most of his clients found him online, and many clients have sought him out and hired him without ever having met him in person. This is unheard of for most financial planners whose practices usually focus around one geographic area.

Micah is a lifelong Alaskan, an Eagle Scout, a private pilot with his own bush plane and an avid outdoorsman. Micah also enjoys traveling and spending time with his wife and children.

Micah was featured on Michael Kitces’ Financial Advisor Success Podcast in 2019.

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