About Us

Learn About Telos Wealth Advisors

The Story Behind Our Name

At Telos Wealth Advisors, our name is rooted in the ancient wisdom of Aristotle. “Telos” is a Greek term referring to the ultimate purpose or end goal of a person or thing. Aristotle referred to the Telos of humankind as eudaimonia, often translated as “the good life.” But this concept goes far beyond happiness; it represents a life of virtue, prosperity, fulfillment, and personal growth, achieved through hard work and a clarity of purpose.

At Telos, we believe that every individual has their own unique potential and purpose. Our mission is to help our clients not only discover that purpose but also create the path to achieve it. We don’t just set goals together – we walk alongside our clients at every step, guiding them through the challenges and milestones on their journey toward a life of meaning and purpose.

To us, telos is more than a name. It’s the foundation of everything we do: empowering families to achieve their full potential (their Telos) – a life of purpose, clarity, and freedom.

Thoughtful risk management is the cornerstone of every successful plan. At Telos Insurance, we help our clients protect what matters most with tailored strategies across personal, business, and estate markets. From education to implementation, we ensure our clients are fully equipped to secure their financial future.

At Telos Wealth Management, we do more than manage money. Our integrated and consultative approach educates and empowers clients to achieve their most important goals. With deep expertise in both personal and business strategies, we offer tailored services that meet the unique needs of each client.

Telos Tax delivers comprehensive tax advisory services to both businesses and individuals. It’s goal is to simplify the complexities of tax planning through services like tax return preparation, assistance with IRS or state notices, ongoing tax mitigation strategies, and financial projections — so you can focus on what matters most, while we handle the numbers.

At Telos Accounting, we provide comprehensive accounting services to help clients maintain financial clarity and confidence. From bookkeeping and financial statement preparation to cash flow management and financial statement analysis, we ensure that your financial foundation is strong and aligned with your goals.

The Telos Way

Reach your potential with purpose-driven wealth planning

“In achieving the virtue that is individual excellence, each of them will fulfill their telos.” – Aristotle

The philosopher Aristotle used the word “telos” to describe a person’s full potential, objective, or inherent purpose. In today’s terms, it would mean an end goal. To Telos Wealth Advisors founder Sam Crump, “telos” perfectly defines our continued passion for helping clients achieve financial security.

Telos is a purpose-driven firm that leverages focus and intention to generate results. We simplify the complexities of wealth planning and act as problem-solvers, coaching clients toward their full potential.

No matter your stage of life or financial situation, you deserve a personalized plan to help you reach your true telos.

Purpose-Driven

Independent and skilled at maximizing your financial returns

Sam, a seasoned wealth advisor with an impressive list of credentials, founded Telos Wealth Advisors after leaving the constraints and profit-driven demands of the larger corporate environment. His vision was to establish a small, independent firm that offers conflict-free advice, focused solely on helping clients achieve their goals.

As a fully independent and fee-only Registered Investment Advisor (RIA), Telos follows a transparent fee structure that aligns with clients’ interests, aiming to maximize their returns rather than the firm’s profits.

This independence allows Telos to offer highly personalized, client-centric planning, with a focus on understanding each client’s dreams and aspirations rather than pushing products. This approach enables Telos to craft financial security plans based on the client’s terms, not ours.