Important Disclosure Information
Accolades & Awards
FA Mag – Define Financial
Accolade: Top RIA Firms in America (2022)
Disclosure: Awarded each July, based on data from a 12-month period through December 31. FA’s RIA survey is a ranking based on assets under management at year end of independent RIA firms that file their own ADV with the SEC. FA’s RIA ranking orders firms from largest to smallest, based on AUM reported to us by firms that voluntarily complete and submit FA’s survey by our deadline. FA Magazine does their best to verify AUM by reviewing ADV forms. To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statement with the SEC and provide financial planning and related services to individual clients. View additional award details here and here.
Wealthtender – Define Financial
Accolade: Voice of the Client — Highly Rated Advisor (2025)
Wealthtender awarded Define Financial and Taylor Schulte, CFP® with its 2025 Voice of the Client Highly Rated Advisor Award on 12/31/25. Rating criteria based on eligible client reviews published on Wealthtender between 1/1/24 and 12/31/25. Although Define Financial compensates Wealthtender for marketing services (including eligibility to be considered for this award), Wealthtender’s award criteria is objective and not influenced by compensation. This award is not a guarantee of future performance or success and client reviews may not be representative of the experience of all past or future clients. View additional award details and FAQ here.
Investopedia – Taylor Schulte
1. Accolade: Investopedia Named Taylor Schulte #2 Financial Advisor in U.S. (2020, 2022)
2. Accolade: Investopedia Named Taylor Schulte #3 Financial Advisor in U.S. (2021)
3. Accolade: Investopedia Named Taylor Schulte Top 100 Financial Advisor in U.S. (2018 – 2023)
Disclosure: Investopedia states that the list celebrates financial advisors who are making significant contributions to critical conversations about financial literacy, investing strategies, life-stage planning, and wealth management. With more than 100,000 independent financial advisors in the U.S., the Investopedia 100 spotlights the country’s most engaged, influential, and educational advisors.
Methodology: Investopedia states that the annual Investopedia 100 list honors financial advisors who have demonstrated top-of-the-industry skills in the following critical areas. 1) Reach: defined as digital presence across their own websites, social media, and other media platforms such as video and podcasts. 2) Community support: measured through peer nominations by industry professionals outside of their own firms. 3) Commitment to financial literacy: measured by the advisor’s participation in workshops, programs, nonprofits, or collaboration with others in the community to spread financial education to those who need it most, as well as the creation of accessible content. All three factors weighed heavily in the 2019-2023 Investopedia 100 methodology. Applications were checked for accuracy and quality, and final scores were tabulated according to weights designated for each of the criteria above. Investopedia receives no compensation from placing advisors on our list, nor does an advisor’s appearance on our list constitute an individual endorsement by Investopedia of such advisor. You can find more disclosure information here: 2019, 2020, 2021, 2022, 2023
Website Disclosure
This website is for informational purposes only and does not constitute a complete description of our investment services, nor is it a solicitation or offer to sell securities. The information on this website is not an offer to sell or solicit an offer to buy any security or other services. This website should not be interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Define Financial and its investment adviser representatives only transact business in states where they are properly registered or exempted from registration requirements. Follow-up or individualized responses to consumers in a particular state shall not be made without first complying with applicable jurisdiction requirements or exemptions. A copy of Define Financial’s current written disclosure statement (Form ADV) discussing our business operations, services, and fees is available upon written request.
Information on this website is obtained from sources we believe to be reliable, but we do not warrant or guarantee its timeliness or accuracy. Neither we nor our information providers shall be liable for any errors, inaccuracies, or delays in transmission. Define Financial makes no representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by unaffiliated third parties, whether linked to this website or incorporated herein, and takes no responsibility therefore. There are no warranties, express or implied, as to the accuracy, completeness, or results obtained from any information posted on this or any linked website.
Nothing on this website should be construed as personal investment advice or a substitute for individualized advice from a qualified investment professional. Nothing on this website should be interpreted to imply that past results are indicative of future performance. No current or prospective client should assume that any specific investment, investment strategy, or product referenced on this website will be profitable or equal any indicated performance level. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be suitable or profitable for a client’s portfolio. Define Financial is not an attorney or accountant, and nothing on this website should be interpreted as legal, accounting, or tax advice. Historical performance results for investment indexes and/or categories generally do not reflect the deduction of transaction, custodial, or investment management fees, which would decrease historical performance results. Diversification does not protect against loss in a declining market. ETFs and mutual funds are subject to risks similar to those of stocks, including market risk. Leveraged funds magnify both gains and losses. The value of an investment may fluctuate and, when sold or redeemed, may be worth less than its original cost. Fixed income ETFs and mutual funds are subject to interest rate risk. Investments in foreign securities may incur greater risks than domestic investments.
Rankings and/or recognition by unaffiliated rating services should not be construed as a guarantee of future results or as an endorsement by any client. Rankings are generally based on information submitted by the adviser and are limited to participating advisers. As part of the advisory billing process, the client’s custodian is advised of the fee to be deducted from the account. On at least a quarterly basis, the custodian sends clients a statement showing all transactions, holdings, and advisory fees paid. Because the custodian does not calculate the fee, clients should carefully review their custodial statements to verify accuracy and contact us directly if they believe there is an error.