Wealth With a Purpose Behind It.
Financial planning built around your family and your goals, not your account balances.
Let’s Have a ConversationMost people don’t need another product. They need a plan they’ll actually follow.
We don’t start with your accounts. We start with your family, your goals, and what you want this money to make possible.
What We Do
Plan Before Product
Every recommendation starts with your goals and the life you’re building toward. The strategy comes after, never before.
The Whole Picture
Investments, taxes, insurance, and estate planning are considered together, not as separate decisions made in isolation.
A Partnership
You stay involved in every decision. We’re doing this together, for as long as you need us.
People at Different Points, With the Same Question.
Still BuildingHigh Earners and Growing Professionals
Physicians, executives, and business owners who’ve built real income and want help organizing it with intention.
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Getting ReadyPre-Retirees and the Sandwich Generation
Empty nesters within a decade of retirement, often supporting adult children and aging parents at the same time.
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Markell Bryant, CFP®, CPWA®, CEPA®
A Plan Only Works If You Follow It.
Markell founded Obedient Wealth Planning around one idea: a financial plan only works if you’re disciplined enough to live it out. He starts every relationship by getting to know your family first. The numbers come after, once he understands what they’re supposed to make possible.
We Get to Know You First
Good planning starts with understanding, not paperwork. Here’s what working together looks like.
Introductory Call
A short conversation about your family, your work, and what you’re hoping to accomplish.
Discovery Meeting
We dig into your goals, values, and priorities before a single number comes up.
Numbers Meeting
We match your finances against what matters most to you and look at the gaps and opportunities together.
Mutual Commitment
If we’re a fit, we build the plan together and get to work.
Why Families Work With Markell
CFP®, CPWA®, CEPA®
Credentialed across financial planning, private wealth, and exit strategy.
Insurance, Banking, and Advisory Experience
A view of your finances from more than one angle.
Independent, With Institutional Support
An independent practice backed by the RFG Advisory platform, with client assets custodied at Charles Schwab.
You’re a person to us, not an account.Markell Bryant, Founder
Ready to Look at the Whole Picture?
The first conversation is just that, a conversation. No pressure, no products, just an honest look at where you stand and what you’re working toward.
Let’s Have a Conversation