Jeff Condren has built a reputation as a thoughtful contrarian, a CFP® who isn’t afraid to challenge the industry’s conventional wisdom. While many advisors rely on rigid models and textbook strategies, Jeff argues that true financial success depends on tailoring advice to human behavior, not just market data.

He explores how questioning long-held principles around diversification, liquidity, and retirement timing can lead to more meaningful, values-aligned outcomes for clients. Drawing on more than two decades of advising business owners and families, Jeff shows how thinking differently not defiantly can result in smarter, more personal financial decisions.

‍He also discusses the growing need for adaptability in financial advice, especially in an era of AI-driven investment tools and volatile global markets. For Jeff, the best financial plan is not the one that looks perfect on paper, but the one a client can actually live with and stick to through both calm and crisis.

Passing down money is easy. Passing down meaning is not. Jeff Condren specializes in helping families bridge the emotional and generational divides that often surround conversations about wealth. He shares how open communication and shared purpose can prevent resentment, mistrust, and misalignment among heirs.

In this discussion, Jeff unpacks the art of facilitating healthy family meetings, preparing the next generation to steward wealth responsibly, and crafting estate plans that reflect both values and vision.

‍He also delves into the psychology of wealth transfer and how differing money mindsets between parents and children can create tension or misunderstanding. Jeff offers practical, story-driven insights from real family experiences, showing how to replace secrecy and anxiety with collaboration and clarity. It’s not just about preserving assets, but about strengthening relationships that can endure across generations.

Doctors, lawyers, and other learned professionals are experts in their craft but often underprepared when it comes to managing the business of their own success. Jeff Condren and his team work closely with these professionals to help them convert income into enduring wealth and security.

He discusses common blind spots, such as overreliance on practice revenue, lack of diversification, and underdeveloped succession plans, and offers concrete strategies to address them. Jeff also explores how personal identity and career ambition often get intertwined in these professions, leading to delayed planning and burnout.

Through relatable case studies, he illustrates how proper wealth planning can help high-achieving professionals reclaim time, reduce anxiety, and build freedom into their futures. His approach reframes financial planning as a form of life design, not just number crunching, but creating a more intentional relationship with success.