About Us
Building wealth. Protecting it for generations.
We help individuals, families, and business owners make confident financial decisions through clear, personalized, and disciplined strategies designed to grow and protect their wealth.
Our Philosophy
We provide individuals, families, and business owners with clear, disciplined, and personalized financial strategies designed to inspire confidence, protect assets, and support long-term wealth growth.
True Partnership
We view our client relationships as true partnerships. Together, we take the time to understand what matters most, your current financial situation, and where you want to go.
Fiduciary Commitment
As fiduciaries, we are committed to the highest standards of honesty, integrity, and ethical conduct. Your trust in our expertise is paramount.
Continuous Education
We place strong emphasis on professional development, keeping our team up to date on market conditions, industry trends, and evolving strategies.
Transparent Approach
We make no promises about market outcomes. Instead, we provide clear, relevant data and historical context so you can make informed decisions with greater clarity and insight.
Our team adheres to the highest industry compliance standards and best practices, providing clients with trusted guidance and peace of mind.
As part of our commitment to transparency, education, and fiduciary care, we conduct ongoing portfolio reviews. These reviews allow us to monitor performance, evaluate progress, and make adjustments when needed—ensuring our clients remain informed, confident, and aligned with their long-term goals, while protecting their wealth, net worth, and legacy for future generations.
Why Experior?
Our success is due to our client solutions, built around our proprietary Expert Financial Analysis software (EFA). It provides our clients with a simple ease to follow Financial Program offered exclusively through Experior Associates.
The EFA provides a clear and accurate analysis of your current financial situation and enables us to develop a step by step plan.
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Get out of debt years faster, potentially saving you thousands of dollars in interest and shaving years off your Mortgage and Debt payments.
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Set up proper saving plans for retirement, education and future goals.
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Help you review your insurance needs including establishing proper coverage amounts and potentially lowering your costs significantly.
Meet the Team
The minds dedicated to your financial success.
Steven Cooper
Financial AssociateSpecializing in market analysis and investment strategies to maximize your portfolio growth.
Carlos Teixeira
Financial AssociateExpert in wealth management with over 15 years of experience helping families achieve financial freedom.
Join our Team
Looking for driven individuals with a desire to succeed.