Founded in 2007 by Herbert Kim, CFP®, MBA, Innovator Wealth Advisor, LLC began with a mission to help clients achieve their retirement goals and create lasting legacies.
Originating in Oregon and expanding into Texas, the firm has served business owners and professionals nationwide with strategies that combine sound financial principles and practical, real-world insight.
We specialize in:
- Retirement and pension planning
- Tax-efficient investment management
- Wealth preservation and legacy strategies
