About Wealth Advisor 101
Financial confidence isn’t just about numbers—it’s about understanding how each choice you make today shapes the opportunities you’ll have tomorrow. At Wealth Advisor 101, we believe that knowledge is more than power—it’s the foundation for freedom, flexibility, and peace of mind.
We’re here to guide you through the world of personal finance with clarity, insight, and practical advice you can actually use. Whether you’re learning the basics of money management, exploring your first investment options, or refining your approach with smarter tools, you’ll find resources here that are approachable, reliable, and designed to help you move forward with confidence.
What You’ll Find Here
Financial Education Basics
Every strong financial journey starts with understanding the fundamentals. We make concepts like budgeting, credit, compound interest, and saving strategies easy to grasp—so you can confidently apply them to your daily decisions. These are the building blocks that turn uncertainty into informed choice.
Investment Fundamentals
Investing doesn’t have to be overwhelming. We break down essential principles—asset classes, diversification, risk tolerance, and strategy development—into clear explanations. Our goal is to give you the knowledge to navigate opportunities, understand your options, and make decisions that fit your goals and comfort level.
Money Management Tools
The right tools can help you plan better, track progress, and reach your goals faster. From budget planners to portfolio trackers, we explore the most effective options available, explain how they work, and show you how to get the most out of them for your personal situation.
Foundations That Make Wealth Manageable
We focus on the parts of money most people skip past—the small, steady skills that make everything else easier. When the basics are clear, managing your wealth stops feeling like a puzzle and starts feeling like progress.
Financial Basics
Start with the essentials and build a solid foundation. We simplify critical financial concepts to help you make informed decisions, from budgeting and saving to understanding credit and debt management.
Investment Strategies
Discover how to grow your wealth with our easy-to-understand investment advice. We break down complex strategies into digestible guidance, helping you understand stocks, bonds, mutual funds, and more.
Risk Management
Safeguard your financial future by learning how to manage risk and protect your assets. This section covers everything from insurance basics to emergency funds and retirement planning.
Expert Insights
Get advice and insights from seasoned finance professionals. Our experts share their experience and tips, offering you an insider's view into successful money management and long-term planning.
How We Build Trust
Who We Are
Behind Wealth Advisor 101 is a team of financial writers, analysts, and educators who share one goal: to make smart financial knowledge accessible and actionable.
Marcus Shelby
Financial Literacy Educator
Marcus has spent over a decade helping individuals and small business owners strengthen their money management skills. He’s led community workshops on budgeting, debt reduction, and savings strategies, always focusing on practical steps that deliver long-term results. Marcus believes that clear, honest education is the first step toward real financial independence.
Marcus has spent over a decade helping individuals and small business owners strengthen their money management skills. He’s led community workshops on budgeting, debt reduction, and savings strategies, always focusing on practical steps that deliver long-term results. Marcus believes that clear, honest education is the first step toward real financial independence.
Renee Merritt
Investment Education Writer
Renee built her career working in market research, analyzing investment trends, and helping everyday investors understand how the markets work. She specializes in explaining complex concepts—like diversification, risk management, and portfolio building—in language that’s easy to grasp without losing important detail.
Renee built her career working in market research, analyzing investment trends, and helping everyday investors understand how the markets work. She specializes in explaining complex concepts—like diversification, risk management, and portfolio building—in language that’s easy to grasp without losing important detail.
Hugo Banx
Money Management Writer
With a background in financial technology and product development, Hugo has tested and reviewed hundreds of tools designed to help people track, budget, and grow their money. He brings a unique blend of technical know-how and everyday practicality, showing readers not only what’s available but how to use it effectively.
With a background in financial technology and product development, Hugo has tested and reviewed hundreds of tools designed to help people track, budget, and grow their money. He brings a unique blend of technical know-how and everyday practicality, showing readers not only what’s available but how to use it effectively.
Scarlett Whitford
Personal Finance Strategist
Scarlett has guided clients through everything from creating first-time budgets to planning for long-term goals like retirement and education savings. Drawing on years in financial counseling, she writes with a focus on connecting the “why” behind financial decisions to the “how” of making them happen.
Scarlett has guided clients through everything from creating first-time budgets to planning for long-term goals like retirement and education savings. Drawing on years in financial counseling, she writes with a focus on connecting the “why” behind financial decisions to the “how” of making them happen.
