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about our firm

Helping you live the best life you can afford

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let's start at the beginning

Where It All Began

Tyson Ray co-founded FORM Wealth Advisors in 2001 with Luke Kuchenberg, his business partner. Their desire was to take their friendship and ability to help each other make life decisions, and do that for clients.

At FORM Wealth Advisors, we thrive on building relationships, just like the one Tyson and Luke have had for the last 30 years.

What makes us different

It's In Our Name

We’re here to help you do what you cannot do on your own. That is, to help you create a better life as defined by your FORM.

FAMILY

The central consideration when planning for your future. Can include your children, spouse, and parents.

OCCUPATION

Having a solid understanding of your occupation is essential to building a successful TR Life Planâ„¢.

RECREATION

Knowing what you enjoy doing in your leisure will inspire our team to support you in what you love to do.

MISSION

What impact do you want to create? What legacy do you want to pass on? Tell us: what's your purpose in life?

as seen in & heard on:

Total Relationship Podcast Cover Art

FORM Wealth Advisors is not affiliated with Financial Advisor Success, The Millionaire Next Door, Alternative Investing Advantage, Always On With Duncan MacPherson, or Selling Your Business With David King. See footer for important disclosure information. 

Because We Can Change Lives

OUR MISSION

Our mission is to make a positive impact on our clients and in our community by teaching, coaching, and advocating.

OUR PURPOSE

We deliver honest wealth solutions in clear terms, so as to simplify your life while enhancing your well-being.

MAKING AN IMPACT

We empower clients to make their lives better. This often includes making others’ lives better as well, so philanthropy has become an essential part of our firm’s culture.

our core beliefs

What We Stand For

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about us

Who We Serve

Learn more about who we serve at FORM Wealth Advisors

Our Approach

Learn more about The Total Relationship Approachâ„¢

Become A Client

We want to get to know you! Learn more about the next steps