BUILD YOUR OWN ECONOMY
LIFE ON YOUR OWN TERMS
BUILD YOUR OWN ECONOMY
LIFE ON YOUR OWN TERMS
Rich Isn’t The Goal In BYOE, It’s WEALTH.
Wealthy People Focus As Much on Tax Strategies, As They Do on Building WEALTH.
At BYOE Wealth Advisors,
We Take A Different Approach.
Our Team Focuses On Indestructible Business And Tax Strategies Coupled With Investment Vehicles That Keep You In Control.
Everyone’s Financial Goals Are Different, Everyone’s Income Is Different, And Everyone Has Different Tax Situations.
Our Team Consists Of Financial, Tax, & Real Estate Professionals That Figure Out The Most Tax Advantageous Ways For You To Build Wealth.
If You're A High-Income Earner,
taxes will always be an issue.
Our firm focuses on investment recommendations that will be the most advantageous to your tax situation. Investment advisors, CPAs & tax strategists working together for you.
The Days of the one size fits all financial approach are OVER
There's another Way!
Let a BYOE wealth advisor show you the NEW WAY!
If You're A High-Income Earner,
taxes will always be an issue.
Our firm focuses on investment recommendations that will be the most advantageous to your tax situation. Investment advisors, CPAs & tax strategists working together for you.
The Days of the one size fits all financial approach are OVER
There's another Way!
Let a BYOE wealth advisor show you the NEW WAY!
We Focus On What We Call
“The 3 Pillars” Of The 3% Club.
ASSET PROTECTION
TAX MITIGATION
WEALTH BUILDING
The 3% Club represents the three percent of Americans who make over $250,000 a year and pay little to no federal income tax.
Want to join The 3% Club?
We Focus On What We Call
“The 3 Pillars” Of The 3% Club.
ASSET PROTECTION
TAX MITIGATION
WEALTH BUILDING
The 3% Club represents the three percent of Americans who make over $250,000 a year and pay little to no federal income tax.
Want to join The 3% Club?
The Origin Story
David Perez is the CEO & Founder of Tax Plan Experts, a company that helps high-income earners reduce tax liabilities and invest in real estate. He has spent his career in finance, primarily in taxes, insurance, lending, investing, and consulting.
David's book, Building Your Own Economy, outlines a step-by-step process to take control of one's life and finances, and why it's the most important thing one can do. It inspired the founding of BYOE Wealth Advisors, a company focused on personalized financial planning and investment strategies to help individuals achieve their financial goals.
With his expertise and passion for financial success, David is a sought-after speaker and consultant in the financial industry. Tax Plan Experts and BYOE Wealth Advisors have the knowledge, experience, and tools to help individuals succeed in achieving their financial goals.
BUILD YOUR OWN ECONOMY
David Perez is the CEO & Founder of Tax Plan Experts, a company that helps high-income earners reduce tax liabilities and invest in real estate. He has spent his career in finance, primarily in taxes, insurance, lending, investing, and consulting.
David's book, Building Your Own Economy, outlines a step-by-step process to take control of one's life and finances, and why it's the most important thing one can do. It inspired the founding of BYOE Wealth Advisors, a company focused on personalized financial planning and investment strategies to help individuals achieve their financial goals.
With his expertise and passion for financial success, David is a sought-after speaker and consultant in the financial industry. Tax Plan Experts and BYOE Wealth Advisors have the knowledge, experience, and tools to help individuals succeed in achieving their financial goals.
A Cookie Cutter Financial Approach Is Not How You Should Treat Your Money.
If Taxes & Income Are Based On The Individual, A Financial Plan Should Be The Same.
David A. Perez
CEO of BYOE Wealth Advisors
Chief Strategist at Tax Plan Experts
Best Selling Author
Real Estate Investor
Raul Gomez
BYOE Wealth Management
Chief Financial Advisor
Investment Advisor Representative
Masters in Business Administration
Joseph A. Torres
BYOE Wealth Advisor
Director of Wealth and Asset Protection
Meet With One Of Our Advisors And Start Your BYOE Journey!
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A Cookie Cutter Financial Approach Is Not How You Should Treat Your Money.
If Taxes & Income Are Based On The Individual, A Financial Plan Should Be The Same.
David A. Perez
CEO of BYOE Wealth Advisors
Chief Strategist at Tax Plan Experts
Best Selling Author
Real Estate Investor
Raul Gomez
BYOE Wealth Management
Chief Financial Advisor
Investment Advisor Representative
Masters in Business Administration
Joseph A. Torres
BYOE Wealth Advisor
Director of Wealth and Asset Protection
Meet With One Of Our Advisors And Start Your BYOE Journey!
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DISCLAIMER: We do not believe in illegal tax evasion. Our strategies are legal, and ethical and stand the test against the IRS. Our client's success is our reputation. Investment Advisory Services offered through Elevated Capital Advisor, LLC, an SEC Registered Investment Adviser