Planning for what matters most

Helping faith-based families and entrepreneurs plan for – and enjoy – a more abundant life.

Align your investments, life, and wealth with your values.
We’re here to help show you how.

Bringing Values & Finances Together

You have worked hard, raising your family, building a career all while trying to balance your priorities and staying true to your faith.  You want to be intentional with your wealth while making sure you are not sacrificing your family and future security.

We are here to help you move forward with confidence. Whether you have suddenly lost a loved one, sold a business, or are preparing to retire, you don’t want to make a mistake with your finances. We understand that and recognize you struggle with the same three concerns:

Do I have to change my lifestyle?
How do I ensure we’ll be financially secure?
How can I continue to be a good steward of my wealth?

Through our purpose-driven process, we’ll walk with you to develop a plan addressing all of this and more.

More Than Just Advice

Embracing your unique concerns, we will compassionately guide you through your financial journey:

1. Create Your Best Life Plan

2. Balanced Investment Strategy

3. Faith & Finance Program

Your Finances Your Way

Want an idea of where you stand with your financial goals and building your wealth? We’re here to help. Contact us today to schedule your first complimentary appointment.

How We Support You

Values Based Financial Planning

Developing a plan that is geared around what is most important to you

Family & Legacy Planning

Working with you to plan for today and tomorrow, whether it's an estate planning strategy or legacy planning

Retirement & Investment Strategies

Providing a portfolio model analysis and design as well as planning for the unexpected

Business Owner & Succession Planning

Developing strategies that look at risk management, employee benefits, consulting and more

Testimonials

"We were put on a course to retire comfortably in about four years."

 

We started working with Niki Mullinix and her team shortly after the financial crisis and recession of 2008-2009. Niki and her team provided us with a comprehensive financial plan that put us on a course to retire comfortably in about four years.

We’ve been retired now and would be remiss if we didn’t add that we have the highest regard for Niki personally and professionally. She and her staff are a pleasure to work with and their unimpeachable integrity permeates everything they do.

– Larry & Teri F.

Testimonial provided by Larry and Teri F., who are current clients of Niki Mullinix, on 7/5/2024. No cash or non-cash compensation was provided to the client in exchange for this testimonial. This testimonial is based on the client’s unique experience, may not be representative of other clients’ experiences, and is no guarantee of future performance or success. CRN-6821970-072324

 

"Our interests were put above everything else."

 

We met Niki through some common friends and immediately liked and trusted her.  We were both starting to build a foundation in our personal and professional lives, so the timing was perfect. 

One of the main financial planning concerns addressed for me was patience.  The market will fluctuate wildly over the years but successful investors don’t panic.  She taught me to trust that the plan we built was designed to weather market fluctuations.  

Astry Wealth is 100% focused on our goals and not theirs.  They don’t push a product or service that doesn’t make sense for us.  They put our interest above everything else.  

– Rick & Stephanie S.

Testimonial provided by Rick and Stephanie S., who are current clients of Niki Mullinix, on 7/8/2024. No cash or non-cash compensation was provided to the client in exchange for this testimonial. This testimonial is based on the client’s unique experience, may not be representative of other clients’ experiences, and is no guarantee of future performance or success. CRN-6821970-072324

"[Astyr Wealth has] given me some security in challenging markets."

I began my investment dealings with a nationally known financial institution.  I was dissatisfied with their fund selections and their lack of personal contact with me.  Niki Mullinix had several seminars that were open to the public, talking about her company and their investment goals.  I decided to try out a new financial planner to see what she could do for our investments and how well we were kept informed.  That was twenty years ago, and we are still very satisfied with our working relationship with Astyr Wealth.

Astyr Wealth has, over the years, evolved into a complete financial planning group.

-Larry and Marie C.

Testimonial provided by Larry and Marie C., who are current clients of Niki Mullinix, on 4/7/2024. No cash or non-cash compensation was provided to the client in exchange for this testimonial. This testimonial is based on the client’s unique experience, may not be representative of other clients’ experiences, and is no guarantee of future performance or success. CRN-6821970-072324

"Astyr Wealth listens to your concerns."

 

During my working years I managed my own retirement savings. When I set the date of my retirement, I realized that “my own retirement saving” while successful now needed modified. I needed someone to manage our retirement / inheritance savings. Someone to ensure there would be an inheritance. That was when I began the search for our savings co-manager. I asked friends and fellow co-workers to whom they trusted their life’s work. The one name that came up time after time was Astyr Wealth. Everyone said they were knowledgeable, easy to work with, and did what was in the best interests of their clients. After seven years of collaborating with Niki at Astyr Wealth, they were spot on!

My reason for going with someone other than myself to manage our savings was I wanted someone who could help my wife should I pass before her. Also, someone who would advise us when I wanted to splurge or go out on the limb and make a major purchase, as well as someone who could help us leave a little behind for our children. Astyr Wealth has fit that that bill to a “T”.

Astyr Wealth listens to your concerns and wishes and then provides a full menu of savings options.

-Mark W.

 

Testimonial provided by Mark W., who is a current client of Niki Mullinix, on 7/6/2024. No cash or non-cash compensation was provided to the client in exchange for this testimonial. This testimonial is based on the client’s unique experience, may not be representative of other clients’ experiences, and is no guarantee of future performance or success. CRN-6821970-072324

 

MEET THE TEAM

Niki Mullinex

 

Niki Mullinix

CFP®, CRPC ®, CKA ®, CBEC ®, MBA

Private Wealth Advisor
Cynthia Lapia

 

Cynthia Lapia

AWMA®, CRPC®, FPQP®

Director of Client Engagement
Connie Ravella

 

Carolyn Daniocek

THE LATEST UPDATES

In a world where financial success often intertwines with social responsibility, the intersection of philanthropy and wealth presents a compelling avenue for individuals to make a profound and lasting impact, especially with all the negative events that are currently surrounding us. 

Build Your Wealth In Meaningful Ways

Ready to create a plan that aligns your finances with your values?

CRN-7201330-101724