AGENCY OWNER WEALTH ADVISORY
Turn Agency Profit IntoPersonal Wealth
Financial planning and business-level financial guidance built specifically for agency owners.
Agency.Personal.Connected.
Built for agency owners
Business + personal wealth
Planning-led advisory
A Stravida Wealth Service
Your agency is successful. But has that success meaningfully improved your financial life?
If the answer is unclear, the problem may not be the agency. It may be what happens to the money after the agency earns it.
You're unsure what you can safely take out.
Revenue comes in, and expenses go out, but it is difficult to know what the agency can actually afford to pay you.
Taxes keep catching you off guard.
Without proactive coordination,
tax decisions happen too late and compete with everything else you want the money to accomplish.
Too much of your future still depends on the agency.
The business may be growing, but not enough of that success is becoming personal savings, investments, and financial security.
OUR SOLUTION
Agency OwnerWealth Advisory
AOWA helps agency owners create a financial system for turning business profit into personal progress.
We connect the decisions that usually get made separately: agency cash flow, owner pay, tax coordination, personal planning, and investment management.
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Your Financial Life
Cash Flow
Reserves
Owner Pay
Taxes
Investments
THE OWNER WEALTH ENGINE GUIDE
See how the five parts of your financial life work together.
Get the Owner Wealth Engine guide and identify what may need attention next.
OUR PROCESS
A clearer way to move money from the agency toyour life.
We do not start by throwing more decisions at you. We help organize the moving pieces, put them in the right order, and turn agency profit into a plan you can actually use.
Define Personal Targets & Goals
Get clear on the life you want and what it will take financially.
Understand Cash Flow
Gain clarity on what the business truly generates and what is available for owner pay, taxes, and investments.
Establish Reserve Targets
Set aside the right amount of cash in the business and in your personal life.
Create the Owner-Pay System
Set a consistent, tax-efficient owner pay plan that works for you and your agency.
Coordinate Taxes
Work with your CPA to make proactive tax decisions throughout the year.
Build Wealth Outside the Agency
Invest with intention to create long-term financial freedom, independent of the agency.
You do not need to have everything organized before we start. Organizing it is part of the work.
WHY AOWA
Agency owners need connected advice.
Most financial advice starts with your portfolio. Most business advice stops at the agency.
AOWA connects the decisions that matter most: what to keep in the business, what to pay yourself, what to set aside, what to invest, and how to build wealth outside the agency.
Fee-Only. Fiduciary.Focused On You.
MEET YOUR ADVISOR
Hi, I'm Drew.
I spent 15 years as a commercial photographer and 5 years as an agency owner before building AOWA.
That background gives me a practical understanding of client work, project-based revenue, cash flow pressure, and the challenge of turning business income into personal wealth.
Now I help agency owners connect the money inside the business with the life they are trying to build outside of it.
Your Questions,Clearly Answered
Financial clarity starts with transparency. Here are answers to common questions about fit, process, planning, investments, and how AOWA works with Stravida Wealth.
Who is AOWA for?
AOWA is primarily built for owner-led creative, marketing, and service agencies doing roughly $500k–$3M in annual revenue, or about $50k–$250k per month.
That range is not a hard line, but it is where we tend to provide the most value. At this stage, the agency usually has enough moving pieces that owner pay, taxes, reserves, and investing need to be coordinated instead of handled separately.
How is AOWA connected to Stravida Wealth?
Agency Owner Wealth Advisory is a service offered through Stravida Wealth.
Stravida Wealth is a fee-only fiduciary financial advisory firm. AOWA is the specialized service for agency owners who need their business and personal financial decisions connected.
Is AOWA financial planning, business consulting, or investment management?
AOWA is planning-led financial advice for agency owners.
We connect your business cash flow, owner compensation, tax planning, personal financial plan, and investment strategy. The goal is not to run your agency for you. The goal is to help you make better financial decisions with the money your agency creates.
What happens after I book a call?
We start with a conversation to understand your agency, your personal goals, and the financial decisions you are trying to make.
If it looks like there may be a fit, we will walk through the next steps, what we would need from you, and how the advisory relationship would work.
Do I need to have everything organized before we start?
No. You do not need perfect books, a polished dashboard, or every number cleaned up before reaching out.
Part of the work is helping you organize the moving pieces so we can make clearer decisions.
What if I am not ready yet?
That is okay.
Many owners reach out before everything feels buttoned up. If AOWA is not the right fit right now, we will tell you clearly and help you understand what may need to happen first.
What kinds of decisions do you help with?
Common areas include owner pay, business reserves, tax planning, retirement contributions, investment strategy, cash flow, profit allocation, and how much should stay in the business versus move to your personal financial life.
How do I know if this is worth it?
AOWA may be worth exploring if better decisions around owner pay, taxes, reserves, investments, or long-term wealth would meaningfully improve your financial life.
The first step is not a commitment. It is a conversation.
Do you replace my CPA?
No. AOWA does not replace your CPA.
We help coordinate the financial decisions that affect your taxes, investments, owner compensation, and long-term plan. When appropriate, we can work alongside your CPA so decisions are made before the best planning windows close.
Do you manage investments?
Yes, investment management can be part of the relationship when appropriate.
But AOWA starts with planning. The investment strategy should support your broader financial life, not exist separately from your business, taxes, cash flow, and goals.
Still have a question?Let's Talk.
We're here to help. Whether you're curious about how we work or ready to take the next step, let's start the conversation.