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Demand More.

Sophisticated online investment management and comprehensive financial
planning. Hybrid robo investing with a personal touch.

Demand Excellence

No golf outings, expensive dinners, or market predictive arrogance – just simple investing, transparent fiduciary wealth management, and a talented team. We have over 100 years’ worth of collective asset management & financial planning experience.

We don’t believe you should have to sacrifice your values when building your investment portfolio. Discover an online investment solution that’s aligned with your goals, with fundamental investing opportunities tailored to your core values.

Setting up an account is easy and lets us start a relationship with you immediately. At just 0.5%/year, we provide you with professional money management and a committed team that will best serve your interests and investments. Sophisticated institutional investing is just a few clicks away…

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Financial planning doesn’t need to be complicated. Demand Wealth offers a host of free planning tools to get you on track. And if you decide you want a more personal touch, we offer full, personalized, comprehensive financial plans.

Financial Planning Tools

Does your portfolio have too much risk? Or not enough? Making sure that your portfolio is taking on the right amount of risk is vital to ensure you’re making appropriate investment choices. Find out your risk score with our Riskalyze tool!

What’s My Risk Score?

Demand Expertise

Digital investing doesn’t mean compromising your quality of service. Our online wealth management tools include niche portfolio management and personalized financial planning services, all with the convenience of a digital platform.

Areas of service
Combined years of experience
customized thematic portfolios


It’s never too late to start planning ahead with experts. Use our free financial planning tools to help you get on the financial path to success.


With an amazing team, we’re able to analyze statistics and pinpoint where your portfolio can use a little bit of help.


Our plans and expert financial advisors charge no transaction fees for your own convenience, and thus reduce costs to you. Demand Wealth is committed to keeping as much of your money invested as possible.


Our dedicated team of financial experts can help you with an action plan, analyze your financial strategies, and help optimize your own portfolio.


With low costs in mind, we only charge a 0.5% flat fee, compared to the industry average of 1.0%.


As a Certified Financial Fiduciary, you can know that our advice is only given in the best interests of our clients.

The Demand Wealth Difference
See how your money could grow with us.
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Diversify and Reduce Risk
Optimize risk/reward with a diversified investment portfolio that’s customized to help you reach your goals. From monitoring your investment returns to helping you put your money where it counts, we’ll be with you every step of the way.

Portfolio allocation based on risk tolerance.
Technology Stocks
International Large Cap Stocks
Global Value Stocks
Small Cap Stocks
US Market Stocks
Emerging Market Stocks
Global 5G Stocks
Clean Energy Stocks
Blockchain Technology Stocks
Intermediate Core Bonds
Short Term Corporate Bonds
High Yield Bonds
Emerging Markets Bonds
International Bonds
Intermediate Gov. Bonds
Enhanced Aggregate Bonds
Inflation-Protected Bonds
Global Real Estate

*Allocation above is used only as an example and is based on the ‘Demand Classic‘ portfolio.

Demand Security

We hold all client information in strict confidence and will never sell any of your information to any third party.

State-of-the-art security measuresAdvanced firewalls to keep unauthorized parties from accessing personal information Multi-factor authentication & data encryption SIPC insurance protection up to $500,000 and TDAmeritrade insurance protection up to $149.5 million Anomaly and intrusion detection technology alerts us of unusual behavior in an account

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Let Demand Wealth take the stress out of your finances. With an experienced team of experts, we will take care of you and your future. Create an account today.

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