The World Changers
At The World Changers, we help individuals and businesses take control of their finances, grow wealth, and secure their future. Through The World Changers Network, our financial education social network, we provide expert-led courses, resources, and a supportive community to help you build a strong financial foundation. But we don’t stop at education—we also offer real solutions to help you take action. The World Changers Agency provides financial planning, insurance strategies, and retirement solutions to protect your future, while The World Changers Investments helps you grow your wealth through smart investment opportunities. Whether you’re looking to get out of debt, save for a home, protect your income, or build a lasting legacy, we give you the tools, guidance, and support to make it happen.
0
Client Reviews
0.3% to 1%
Percentage of Assets (AUM)
$0
Minimum Annual Income
$0
Minimum Investible Assets
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Clients who would be a good fit
The ideal client for The World Changers falls into the upper-middle market—professionals, families, and small to medium-sized business owners who earn a good income but are not wealthy enough for high-end financial services. They typically range from ages 30 to 60, are actively earning and saving, and need guidance to secure their financial future. Traditional financial firms often overlook this group because they don’t meet the wealth requirements for premium financial services. Our clients seek education, financial strategy, and personalized guidance to make informed financial decisions and build long-term security.
Clients who wouldNOTbe a good fit
The World Changers is not the right fit for individuals looking for quick-fix financial solutions, or high-risk speculative investments.
Minimum Financial Requirements
Annual Income
No minimum required
Investable Assets
No minimum required
Client Specialties
Services Offered
Service Pricing
Percentage of Assets (AUM)
0.3% to 1%
Subscription
$150 to $199
Other
commissions
Meeting Options
In person meetings
Video meetings
Phone
Email
Client Portal/Online Platform
About The World Changers
The World Changers empowers individuals and businesses with financial education, tools, and strategies to build wealth and secure their future.
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
You may be interested in:
Anthony Syracuse, CFP®
5 Client Reviews
"Personalized approach. Comfortable and approachable working relationship.
Responsive and timely."
Responsive and timely."
Capital Area Planning Group
1 Client Reviews
"They were very professional and delivered results. I recommended them to other people in my network who reported the same experience, and they stayed with CAPG even longer than I did. I am planning to return to them for additional services as it's now been a few years and I'd like to get more guidance with some significant life events on the horizon."
Calculated Wealth
We strive to transform worry and stress into confidence and peace through careful planning delivered consistently while ensuring we’re accessible when you need us.
Find & Connect with Accountants, Fractional CFOs, and Financial Advisors
Company
Professional Services
Help Guides
Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
