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Scott Custis

I teach you and your family how to build and maintain generational wealth!

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Money Scientific Scott Custis
Hebron, Kentucky

Serving Clients Nationwide

I teach you and your family how to build and maintain generational wealth!

859.334.0518

Website

Areas of Focus

  • Education Funding
  • Employee Stock Options
  • Estate Planning
  • Giving
  • Inherited Wealth
  • Investment Management
  • Retirement Planning
  • Saving for College
  • Social Security
  • Taxes

About Me

Hi, I'm Scott Custis. I entered the financial industry in April 2014, commencing my career at Fidelity Investments. During my time there, I diligently studied and successfully obtained essential industry licenses, including the series 7 and series 66. However, the CERTIFIED FINANCIAL PLANNER (CFP) certification is the most esteemed among them. Demonstrating my commitment, I dedicated over a year of intensive study to pass the rigorous 6-hour CFP exam. Working at Fidelity allowed me to gain valuable insights into the industry's inner workings and provided me with the opportunity to advise high-net-worth individuals on their 401(k) plans. Over the course of my five-year tenure, I honed my ability to uncover client needs and gather pertinent data to formulate comprehensive financial plans.

Seeking new challenges and opportunities, I joined UBS, where I was presented with a unique role advising high-net-worth and ultra-high-net-worth families. During my three-year tenure at UBS, I had the privilege of supporting some of the industry's top advisors. My primary focus was providing specialized advice on executive equity compensation (NSOs and RSUs) to P&G executives. Overseeing a portfolio of 85 affluent households totaling approximately $550 million in assets, I became intimately familiar with every aspect of their financial plans, including cash flow management, tax strategies, estate planning, investment allocation, and gifting strategies. This experience equipped me with the necessary expertise to guide families in managing and preserving their wealth across generations.

Motivated to offer personalized and comprehensive financial guidance, I took the leap. I established my practice in 2022, founding Money Scientific. Entrepreneurship runs in my family, with my father specializing in agriculture sustainability and my mother providing expertise in personal income tax. Growing up, I was instilled with the core values of living within our means, giving, saving, and spending wisely. These principles provided us with additional resources to invest, but we sought professional advice on how to proceed. My mission is to educate individuals on the intricacies of building and preserving generational wealth.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

  • CFP Board
  • XY Planning Network

Primary Location

Hebron, Kentucky

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Fee Only
  • One-time Financial Plan
  • Percentage of Assets Managed
  • Subscription

What to expect in the first meeting

Have you recently found yourself grappling with uncertainty about what to do next with your money? If you're currently exploring options for advisors, chances are you're facing a specific issue that requires attention. During our initial conversation, I will attentively listen to your needs and concerns. Together, we will evaluate whether there exists a viable path for us to proceed. Take the first step today by clicking the "Contact Me" button to schedule your introductory call.

Offers Investment Management

Yes

Offers Tax Preparation

Yes

About our Firm

Money Scientific, where we transform financial dreams into reality! As a fee-only registered investment advisory firm, we are dedicated to helping you and your family build and preserve generational wealth.

Through my experience in the classroom, I discovered that the disciplined structure of the scientific method perfectly aligned with the systematic approach required for financial planning. Both disciplines share the common goal of finding solutions and achieving desired outcomes. With this realization, I found a natural transition from teaching the scientific method to guiding individuals through the financial journey, leading to the birth of Money Scientific—a platform where I could apply my teaching skills to help others navigate their personal finances effectively and methodically. If what you've read strikes a chord within you, I would be glad to help. Simply click on the "Contact Me" button to schedule an introductory call, and together we can explore how I can be of help in your journey.



Money Scientific LLC (“MS”) is a registered investment advisor offering advisory services in the States of Kentucky, Ohio and Texas and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training.

Education

The Ohio State University, Bachelor's Degree in Education

Hobbies and Interests

  • Baseball
  • Church
  • Exercising
  • Football

SEC Lookup

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Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Couples
  • DIY Investors
  • Dual Income Family
  • Gen X
  • Gen Y / Millennials
  • Gen Z

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for providing access to the benefits described here (including being featured on this profile page), subject to these terms. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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