Wealth By Design.
Great financial outcomes aren't lucky. They're designed. We combine financial planning and investment management into one deliberate system built around your goals, your timeline, and the life you're actually living.
Independent Fee Only Fiduciary
The Jaeger
Client Experience
Our process is simple, personal, and built around you from the start. Select a stage below to see how it works.
Who's in your corner.
Independent, fee only, and bound by legal fiduciary duty. Meet the advisor building your plan around your life.
Founder & Lead Wealth Advisor
Malik Samara
I started my career in healthcare because I wanted to help people. Along the way, I fell in love with finance and the markets and realized I could bring that same drive into something I'm truly passionate about. But when I entered the planning space, I saw firsthand how often people were treated like products, not individuals.
So I built Jaeger around a different idea. Everyone deserves someone on their team. Someone who understands their values and their life before building a single strategy.
This firm exists to take the weight off your shoulders. The stress, the questions, the things that keep you up at night. People think planning means cutting back and living smaller. We think it means building something that lets you live bigger without the stress of wondering if you can.
Fee Only
Fee only. No commissions. No third party compensation.
Fiduciary Duty
Legally bound to act in your best interest, always.
Absolute Transparency
Every cost, conflict, and decision disclosed. No hidden architecture.
The Firm Mascot
Meet Jaeger
My border collie, Jaeger, inspired the firm's name. He's my best friend, and in a lot of ways he represents what this firm stands for: loyalty, presence, and showing up for the people you care about.
Your Next Move
Two ways in, and you only need one: share where you are today, or skip straight to grabbing a time. We'll meet you on either side.
Path 01
Begin Your Strategy
Path 02
Schedule Directly
A quick introduction first, then the calendar opens up. Exploratory calls are free and held over the phone.
Name plus an email or phone number unlocks scheduling
Don't see a time that works for you? Text us.