About Us
Money affects far more than your bank account. It influences your relationships, stress levels, self-esteem, and the decisions you make every day.
At Brescor Wealth, we help you understand the thoughts, emotions, and behaviors shaping your financial decisions so you can experience greater clarity and financial well-being.
By combining financial therapy with practical financial guidance, we help you create lasting financial change.
We provide objective guidance with transparent, flat-fee pricing and no asset minimums.
Our mission is simple:
To help people build healthier relationships with money so they can live with more confidence, freedom, and
peace of mind.
WHAT MAKES US DIFFERENT
Most financial advisors talk about numbers.
Most mental health therapists talk about feelings.
We talk about both.
Traditional financial advice answers the question...
"What should I do with my money?"
Traditional mental health therapy answers the question...
"Why do I make the financial decisions I make?"
At Brescor Wealth, we believe both questions matter.
We help clients understand the emotional, behavioral, and relational forces influencing their financial decisions. Through financial therapy, clients learn to:
• Understand the emotions driving their financial decisions
• Break unhealthy patterns around money
• Communicate more effectively about money
• Develop financial habits that last
Financial change begins with understanding yourself. When your financial decisions align with your financial reality and personal values, healthier behavior becomes possible.
Financial stress rarely disappears on its own. The patterns that create conflict, anxiety, overspending, or avoidance often repeat until they're understood and intentionally changed.
That's where financial therapy can break the cycle.
WHO WE SERVE
Financial therapy can benefit anyone who wants a healthier relationship with money, especially:
Couples
Strengthen your relationship by reducing conflict around money, improving communication, and building a shared financial vision
Professionals
Gain greater confidence by organizing your finances, setting long-term goals, and making emotionally informed decisions
Individuals
Move forward confidently in the face of impulsive spending, ADHD-related financial struggles, or major life transitions
Money doesn't have to control your life.
Change the way you think about money.
Change the way you feel about money.
Change the way you behave with money.
Change your life.
SERVICES
FINANCIAL THERAPY
Understand why money feels stressful and change the patterns keeping you stuck.
Together with your Certified Financial Therapist™, we'll explore:
• Money beliefs
• Sources of financial stress
• Financial habits and behaviors
• Past financial experiences and trauma
• Financial relationship dynamics
• Communication patterns
Money Repair & Reboot™
A transformative, 12-week financial therapy program designed to help you better understand your relationship with money and create meaningful, lasting change. Every session is collaborative, practical, and completely judgment-free.
$3,000 per individual/couple*
Our work is informed by evidence-based techniques from
psychology and behavioral science, including:
Motivational Interviewing
Money Story and Money Script exploration
Gottman Method communication techniques
Upon completion of Money Repair & Reboot™, continue building healthier financial habits through ongoing financial therapy and coaching support:
3 Monthly Subscription Options
Starting as low as $250/month!*
*We do not accept health insurance for our financial therapy services.
your financial therapist - JOEL M. ROBERTS
Veteran Wealth Advisor
20 years of wealth management experience
Held high-level roles at a RIA and a family office
Certified Financial Therapist™ (CFT™)
CERTIFIED FINANCIAL PLANNER® (CFP®)
Retirement Income Certified Professional® (RICP®)
Master of Business Administration (MBA)
Proud Father
7+ years of experience as a
child juggler and short-order cook
Thousands of sleep hours permanently donated
Often mistaken as a human jungle gym
Expert(ish) in negotiating sibling ceasefires
Experienced storyteller and character voice actor
Learning every day that life's greatest returns can't be measured in dollars
A Little Bit of This, and a Little Bit of That
Dark roast coffee aficionado
Self-taught guitarist
Cancer survivor
Self-published novelist
Amateur gardener
Behavioral finance enthusiast
Decent volleyball player, horrible golfer
Our Partners and Associations
