The new gold standard in financial advice. Revolutionizing wealth from solely accumulation to alignment.
What is an Integrative Wealth Advisor?
A new kind of advisor for a new era of wealth management.
An Integrative Wealth Advisor (IWA) helps clients align financial decisions with identity, values, and long-term vision. Drawing from ancient wisdom, modern psychology, and strategic coaching, they offer a human-centered alternative to traditional financial planning.
IWAs support clients in redefining success, clarifying priorities, and transforming money into a tool for meaningful living not just financial accumulation.
How is this different?
Differentiate Yourself & Your Practice
You may already be a CFP, CPA, coach, or consultant. Becoming an IWA is about deepening the way you serve clients.
Unlike traditional advisors who optimize for growth and returns, IWAs optimize for alignment: fulfillment across self-connection, relationships, career, health, and joy.
The result? Stronger client trust. Clearer decisions. Outcomes that matter.
Core Competencies
The IWA Certification trains practitioners in seven essential domains:
- Self-Mastery & Leadership:
Cultivating the awareness, regulation, and integrity required to lead clients from a grounded and clear internal state.
- Communication & Relational Intelligence:
Developing deep presence, emotional attunement, and the capacity to hold transformative client conversations with clarity and compassion.
- Integrative Wealth Strategy:
Blending financial planning with values-based resource allocation, aligned investing, and a holistic definition of wealth.
- Behavioral Insight & Identity-Based Advising:
Understanding the psychological and identity-based drivers behind money behavior to shift patterns and increase self-awareness.
- Client Transformation Tools & Facilitation:
Using structured tools and systems to guide clients through decision-making, habit change, and aligned action.
- Human Development & Systems Thinking:
Applying frameworks from psychology, Vedic philosophy, and neuroscience to meet clients as whole, evolving humans within larger systems.
- Graduates are equipped to bridge internal mastery with external strategy supporting clients through transitions, decisions, and identity evolution.
The IWA Operating System is a structured yet adaptable framework that empowers you to implement the work in a way that aligns with your voice, your practice, and your clients.
How IWAs Help Clients
Elevate Your Client Experience
IWAs are trained to navigate the questions clients are actually seeking answers to:
- How do I use money to create a meaningful life and make an impact?
- How do I design a life that feels aligned and fulfilling?
- How do I move through personal and professional transitions with clarity and intention?
IWAs are trained in deep relational intelligence. They bring structure, presence, and tools to help clients make aligned, values-driven financial choices.
Clients walk away with more than a plan. They walk away with clarity, direction, and a stronger connection to themselves.
What Makes IWAs Different?
The IWA Edge: What Sets This Work Apart
Ecosystemic View of Wealth
IWAs account for all forms of currency - energy, attention, and money - to create integrated, sustainable appraoch.
Identity-Led Strategy
Every decision is aligned with the client’s core identity, values, and natural design.
Proven
Tools
The IWA Operating System delivers structure, depth, and adaptability for consistent transformation.
Whole-Person
Advising
IWAs integrate emotional intelligence, behavioral insight, and strategic thinking to support full-spectrum outcomes.
Structured
Depth
IWAs bring presence, language, and tools to conversations most advisors avoid transforming complexity into clarity.
Is IWA right for me?
The IWA certification is designed for professionals ready to serve at the next level where strategy meets humanity, and money becomes a tool for meaning.
- Financial professionals looking to expand beyond accumulation and deliver deeper, values-aligned impact
- Coaches, advisors, and consultants seeking to integrate wealth strategy into transformational client work
- Entrepreneurs and leaders building more human-centered, integrity-driven models of service and success
Certification Requirements
Become an IWA
Certification is offered through the Integrative Wealth Advisor Immersion, an 8-month hybrid experience led by the Anya Institute.
Certification Requirements:
- Attend in-person IWA retreat
- 75%+ virtual session attendance
- Complete program milestones
- Submit approved final case study
- Agree to IWA code of ethics
- Complete ongoing CE requirements
- Participate in service component
The IWA does not have exams as it’s focused on human-to-human delivery. Mastery is demonstrated through delivery milestones and a final case study.
Real Stories. Real Change.
Founding MEMBERS
Adam Roosevelt
Bleakley Financial Group Chief Growth Officer
Breanna Rae Blaney
Founder & Chief Evolution Officer
Breanna Rae Blaney is an educator, speaker, self-mastery guide — and founder of the Anya Institute for Human Revolution, an experiential learning and training institute redefining how we work, lead, and live. Committed to reconnecting people and our society to the core of who they are, Breanna bridges ancient wisdom with modern strategy to help leaders and business owners revolutionize their lives and companies from the inside out.
With over a decade of experience in finance, 1,000+ hours of training in Yoga and Ayurveda, and a deep personal practice, Breanna is at the forefront of a new frontier in human development—one that integrates mind, body, spirit, and business to lead with purpose. She is the host of the Self (R)evolution Podcast, where she explores the intersection of self-mastery, leadership, and human evolution.
Previously, Breanna served as Vice President and Director of Life, Invested at Dimensional Fund Advisors, leading the firm’s efforts to simplify investing and integrate finances into the bigger picture of people’s lives. She’s also a certified 500 HR RYT, Ayurvedic Health Coach, and Sound Practitioner.
Alyse Athans
Capital Investment Advisors Director of Client Experience
Michael Ewing
Head of Production & Operations
Michael Ewing brings a unique blend of expertise in both the entertainment industry and health and wellness. With a decade of experience as a film and television executive and producer, Michael has worked on a diverse range of projects, including films, scripted and unscripted television, documentaries, and short-form content. His recent work includes producing the action thriller *The Silent Hour* (2024) starring Joel Kinnaman, as well as the boxing biopic *Giant* (2025) starring Pierce Brosnan. Michael's career in entertainment spans notable films such as *Hit Man*, *Woman of the Hour*, *The Tinder Swindler,* and *Midway*, among many others. He also founded Expansion Entertainment, a production company that focuses on amplifying voices and stories that aim to make us better humans and inspire positive change.
Outside of film, Michael is passionate about nature and wellness, specifically the integration of the two, so he launched a company called Pine Body and Mind. In addition to being a certified personal trainer and nutrition coach, Michael leads a monthly men's hiking group and organizes immersive backpacking retreats that combine physical challenges with deep reflection, aimed at helping men reconnect with nature, each other, and themselves.
Ami Doshi
Frontier Investment Management Director / Limitless: Women, Wealth & Wellness
Michael Ewing
Head of Production & Operations
Michael Ewing brings a unique blend of expertise in both the entertainment industry and health and wellness. With a decade of experience as a film and television executive and producer, Michael has worked on a diverse range of projects, including films, scripted and unscripted television, documentaries, and short-form content. His recent work includes producing the action thriller *The Silent Hour* (2024) starring Joel Kinnaman, as well as the boxing biopic *Giant* (2025) starring Pierce Brosnan. Michael's career in entertainment spans notable films such as *Hit Man*, *Woman of the Hour*, *The Tinder Swindler,* and *Midway*, among many others. He also founded Expansion Entertainment, a production company that focuses on amplifying voices and stories that aim to make us better humans and inspire positive change.
Outside of film, Michael is passionate about nature and wellness, specifically the integration of the two, so he launched a company called Pine Body and Mind. In addition to being a certified personal trainer and nutrition coach, Michael leads a monthly men's hiking group and organizes immersive backpacking retreats that combine physical challenges with deep reflection, aimed at helping men reconnect with nature, each other, and themselves.
Beau Henderson
RichLife Advisors CEO & Founder
Michael Ewing
Head of Production & Operations
Michael Ewing brings a unique blend of expertise in both the entertainment industry and health and wellness. With a decade of experience as a film and television executive and producer, Michael has worked on a diverse range of projects, including films, scripted and unscripted television, documentaries, and short-form content. His recent work includes producing the action thriller *The Silent Hour* (2024) starring Joel Kinnaman, as well as the boxing biopic *Giant* (2025) starring Pierce Brosnan. Michael's career in entertainment spans notable films such as *Hit Man*, *Woman of the Hour*, *The Tinder Swindler,* and *Midway*, among many others. He also founded Expansion Entertainment, a production company that focuses on amplifying voices and stories that aim to make us better humans and inspire positive change.
Outside of film, Michael is passionate about nature and wellness, specifically the integration of the two, so he launched a company called Pine Body and Mind. In addition to being a certified personal trainer and nutrition coach, Michael leads a monthly men's hiking group and organizes immersive backpacking retreats that combine physical challenges with deep reflection, aimed at helping men reconnect with nature, each other, and themselves.
Brady Marlow
RichLife Advisors CEO & Founder
Michael Ewing
Head of Production & Operations
Michael Ewing brings a unique blend of expertise in both the entertainment industry and health and wellness. With a decade of experience as a film and television executive and producer, Michael has worked on a diverse range of projects, including films, scripted and unscripted television, documentaries, and short-form content. His recent work includes producing the action thriller *The Silent Hour* (2024) starring Joel Kinnaman, as well as the boxing biopic *Giant* (2025) starring Pierce Brosnan. Michael's career in entertainment spans notable films such as *Hit Man*, *Woman of the Hour*, *The Tinder Swindler,* and *Midway*, among many others. He also founded Expansion Entertainment, a production company that focuses on amplifying voices and stories that aim to make us better humans and inspire positive change.
Outside of film, Michael is passionate about nature and wellness, specifically the integration of the two, so he launched a company called Pine Body and Mind. In addition to being a certified personal trainer and nutrition coach, Michael leads a monthly men's hiking group and organizes immersive backpacking retreats that combine physical challenges with deep reflection, aimed at helping men reconnect with nature, each other, and themselves.
Claudia Arnold
Mission Wealth Financial Psychologist
Michael Ewing
Head of Production & Operations
Michael Ewing brings a unique blend of expertise in both the entertainment industry and health and wellness. With a decade of experience as a film and television executive and producer, Michael has worked on a diverse range of projects, including films, scripted and unscripted television, documentaries, and short-form content. His recent work includes producing the action thriller *The Silent Hour* (2024) starring Joel Kinnaman, as well as the boxing biopic *Giant* (2025) starring Pierce Brosnan. Michael's career in entertainment spans notable films such as *Hit Man*, *Woman of the Hour*, *The Tinder Swindler,* and *Midway*, among many others. He also founded Expansion Entertainment, a production company that focuses on amplifying voices and stories that aim to make us better humans and inspire positive change.
Outside of film, Michael is passionate about nature and wellness, specifically the integration of the two, so he launched a company called Pine Body and Mind. In addition to being a certified personal trainer and nutrition coach, Michael leads a monthly men's hiking group and organizes immersive backpacking retreats that combine physical challenges with deep reflection, aimed at helping men reconnect with nature, each other, and themselves.
David Peacock
Messick Peacock & Associates CEO
Michael Ewing
Head of Production & Operations
Michael Ewing brings a unique blend of expertise in both the entertainment industry and health and wellness. With a decade of experience as a film and television executive and producer, Michael has worked on a diverse range of projects, including films, scripted and unscripted television, documentaries, and short-form content. His recent work includes producing the action thriller *The Silent Hour* (2024) starring Joel Kinnaman, as well as the boxing biopic *Giant* (2025) starring Pierce Brosnan. Michael's career in entertainment spans notable films such as *Hit Man*, *Woman of the Hour*, *The Tinder Swindler,* and *Midway*, among many others. He also founded Expansion Entertainment, a production company that focuses on amplifying voices and stories that aim to make us better humans and inspire positive change.
Outside of film, Michael is passionate about nature and wellness, specifically the integration of the two, so he launched a company called Pine Body and Mind. In addition to being a certified personal trainer and nutrition coach, Michael leads a monthly men's hiking group and organizes immersive backpacking retreats that combine physical challenges with deep reflection, aimed at helping men reconnect with nature, each other, and themselves.
Emily Messegee
Mercer Advisors Purveyor of Curiosity
Michael Ewing
Head of Production & Operations
Michael Ewing brings a unique blend of expertise in both the entertainment industry and health and wellness. With a decade of experience as a film and television executive and producer, Michael has worked on a diverse range of projects, including films, scripted and unscripted television, documentaries, and short-form content. His recent work includes producing the action thriller *The Silent Hour* (2024) starring Joel Kinnaman, as well as the boxing biopic *Giant* (2025) starring Pierce Brosnan. Michael's career in entertainment spans notable films such as *Hit Man*, *Woman of the Hour*, *The Tinder Swindler,* and *Midway*, among many others. He also founded Expansion Entertainment, a production company that focuses on amplifying voices and stories that aim to make us better humans and inspire positive change.
Outside of film, Michael is passionate about nature and wellness, specifically the integration of the two, so he launched a company called Pine Body and Mind. In addition to being a certified personal trainer and nutrition coach, Michael leads a monthly men's hiking group and organizes immersive backpacking retreats that combine physical challenges with deep reflection, aimed at helping men reconnect with nature, each other, and themselves.
Kahne Krause
.
Michael Ewing
Head of Production & Operations
Michael Ewing brings a unique blend of expertise in both the entertainment industry and health and wellness. With a decade of experience as a film and television executive and producer, Michael has worked on a diverse range of projects, including films, scripted and unscripted television, documentaries, and short-form content. His recent work includes producing the action thriller *The Silent Hour* (2024) starring Joel Kinnaman, as well as the boxing biopic *Giant* (2025) starring Pierce Brosnan. Michael's career in entertainment spans notable films such as *Hit Man*, *Woman of the Hour*, *The Tinder Swindler,* and *Midway*, among many others. He also founded Expansion Entertainment, a production company that focuses on amplifying voices and stories that aim to make us better humans and inspire positive change.
Outside of film, Michael is passionate about nature and wellness, specifically the integration of the two, so he launched a company called Pine Body and Mind. In addition to being a certified personal trainer and nutrition coach, Michael leads a monthly men's hiking group and organizes immersive backpacking retreats that combine physical challenges with deep reflection, aimed at helping men reconnect with nature, each other, and themselves.
Nick George
ClearMind Capital Founder
Michael Ewing
Head of Production & Operations
Michael Ewing brings a unique blend of expertise in both the entertainment industry and health and wellness. With a decade of experience as a film and television executive and producer, Michael has worked on a diverse range of projects, including films, scripted and unscripted television, documentaries, and short-form content. His recent work includes producing the action thriller *The Silent Hour* (2024) starring Joel Kinnaman, as well as the boxing biopic *Giant* (2025) starring Pierce Brosnan. Michael's career in entertainment spans notable films such as *Hit Man*, *Woman of the Hour*, *The Tinder Swindler,* and *Midway*, among many others. He also founded Expansion Entertainment, a production company that focuses on amplifying voices and stories that aim to make us better humans and inspire positive change.
Outside of film, Michael is passionate about nature and wellness, specifically the integration of the two, so he launched a company called Pine Body and Mind. In addition to being a certified personal trainer and nutrition coach, Michael leads a monthly men's hiking group and organizes immersive backpacking retreats that combine physical challenges with deep reflection, aimed at helping men reconnect with nature, each other, and themselves.
Sarah Boston
Bookends Financial Planning Functional Wealth Planner
Michael Ewing
Head of Production & Operations
Michael Ewing brings a unique blend of expertise in both the entertainment industry and health and wellness. With a decade of experience as a film and television executive and producer, Michael has worked on a diverse range of projects, including films, scripted and unscripted television, documentaries, and short-form content. His recent work includes producing the action thriller *The Silent Hour* (2024) starring Joel Kinnaman, as well as the boxing biopic *Giant* (2025) starring Pierce Brosnan. Michael's career in entertainment spans notable films such as *Hit Man*, *Woman of the Hour*, *The Tinder Swindler,* and *Midway*, among many others. He also founded Expansion Entertainment, a production company that focuses on amplifying voices and stories that aim to make us better humans and inspire positive change.
Outside of film, Michael is passionate about nature and wellness, specifically the integration of the two, so he launched a company called Pine Body and Mind. In addition to being a certified personal trainer and nutrition coach, Michael leads a monthly men's hiking group and organizes immersive backpacking retreats that combine physical challenges with deep reflection, aimed at helping men reconnect with nature, each other, and themselves.
Trisa Summers
Five Oceans Advisors Strategic Leader of Life & Legacy
Michael Ewing
Head of Production & Operations
Michael Ewing brings a unique blend of expertise in both the entertainment industry and health and wellness. With a decade of experience as a film and television executive and producer, Michael has worked on a diverse range of projects, including films, scripted and unscripted television, documentaries, and short-form content. His recent work includes producing the action thriller *The Silent Hour* (2024) starring Joel Kinnaman, as well as the boxing biopic *Giant* (2025) starring Pierce Brosnan. Michael's career in entertainment spans notable films such as *Hit Man*, *Woman of the Hour*, *The Tinder Swindler,* and *Midway*, among many others. He also founded Expansion Entertainment, a production company that focuses on amplifying voices and stories that aim to make us better humans and inspire positive change.
Outside of film, Michael is passionate about nature and wellness, specifically the integration of the two, so he launched a company called Pine Body and Mind. In addition to being a certified personal trainer and nutrition coach, Michael leads a monthly men's hiking group and organizes immersive backpacking retreats that combine physical challenges with deep reflection, aimed at helping men reconnect with nature, each other, and themselves.
Breanna Rae Blaney
Self-Mastery Guide & Anya Founder
Michael Ewing
Head of Production & Operations
Michael Ewing brings a unique blend of expertise in both the entertainment industry and health and wellness. With a decade of experience as a film and television executive and producer, Michael has worked on a diverse range of projects, including films, scripted and unscripted television, documentaries, and short-form content. His recent work includes producing the action thriller *The Silent Hour* (2024) starring Joel Kinnaman, as well as the boxing biopic *Giant* (2025) starring Pierce Brosnan. Michael's career in entertainment spans notable films such as *Hit Man*, *Woman of the Hour*, *The Tinder Swindler,* and *Midway*, among many others. He also founded Expansion Entertainment, a production company that focuses on amplifying voices and stories that aim to make us better humans and inspire positive change.
Outside of film, Michael is passionate about nature and wellness, specifically the integration of the two, so he launched a company called Pine Body and Mind. In addition to being a certified personal trainer and nutrition coach, Michael leads a monthly men's hiking group and organizes immersive backpacking retreats that combine physical challenges with deep reflection, aimed at helping men reconnect with nature, each other, and themselves.
Michael Ewing
Producer and Nature & Wellness Guide
Michael Ewing
Head of Production & Operations
Michael Ewing brings a unique blend of expertise in both the entertainment industry and health and wellness. With a decade of experience as a film and television executive and producer, Michael has worked on a diverse range of projects, including films, scripted and unscripted television, documentaries, and short-form content. His recent work includes producing the action thriller *The Silent Hour* (2024) starring Joel Kinnaman, as well as the boxing biopic *Giant* (2025) starring Pierce Brosnan. Michael's career in entertainment spans notable films such as *Hit Man*, *Woman of the Hour*, *The Tinder Swindler,* and *Midway*, among many others. He also founded Expansion Entertainment, a production company that focuses on amplifying voices and stories that aim to make us better humans and inspire positive change.
Outside of film, Michael is passionate about nature and wellness, specifically the integration of the two, so he launched a company called Pine Body and Mind. In addition to being a certified personal trainer and nutrition coach, Michael leads a monthly men's hiking group and organizes immersive backpacking retreats that combine physical challenges with deep reflection, aimed at helping men reconnect with nature, each other, and themselves.
Seth Streeter
Chief Impact Officer / Inspired Purpose Enthusiast
Michael Ewing
Head of Production & Operations
Michael Ewing brings a unique blend of expertise in both the entertainment industry and health and wellness. With a decade of experience as a film and television executive and producer, Michael has worked on a diverse range of projects, including films, scripted and unscripted television, documentaries, and short-form content. His recent work includes producing the action thriller *The Silent Hour* (2024) starring Joel Kinnaman, as well as the boxing biopic *Giant* (2025) starring Pierce Brosnan. Michael's career in entertainment spans notable films such as *Hit Man*, *Woman of the Hour*, *The Tinder Swindler,* and *Midway*, among many others. He also founded Expansion Entertainment, a production company that focuses on amplifying voices and stories that aim to make us better humans and inspire positive change.
Outside of film, Michael is passionate about nature and wellness, specifically the integration of the two, so he launched a company called Pine Body and Mind. In addition to being a certified personal trainer and nutrition coach, Michael leads a monthly men's hiking group and organizes immersive backpacking retreats that combine physical challenges with deep reflection, aimed at helping men reconnect with nature, each other, and themselves.
Darshan Shah, M.D.
Longevity Specialist & Founder of Next Health
Michael Ewing
Head of Production & Operations
Michael Ewing brings a unique blend of expertise in both the entertainment industry and health and wellness. With a decade of experience as a film and television executive and producer, Michael has worked on a diverse range of projects, including films, scripted and unscripted television, documentaries, and short-form content. His recent work includes producing the action thriller *The Silent Hour* (2024) starring Joel Kinnaman, as well as the boxing biopic *Giant* (2025) starring Pierce Brosnan. Michael's career in entertainment spans notable films such as *Hit Man*, *Woman of the Hour*, *The Tinder Swindler,* and *Midway*, among many others. He also founded Expansion Entertainment, a production company that focuses on amplifying voices and stories that aim to make us better humans and inspire positive change.
Outside of film, Michael is passionate about nature and wellness, specifically the integration of the two, so he launched a company called Pine Body and Mind. In addition to being a certified personal trainer and nutrition coach, Michael leads a monthly men's hiking group and organizes immersive backpacking retreats that combine physical challenges with deep reflection, aimed at helping men reconnect with nature, each other, and themselves.
Genevieve Feister
Community Experience & Content Manager
Michael Ewing
Head of Production & Operations
Michael Ewing brings a unique blend of expertise in both the entertainment industry and health and wellness. With a decade of experience as a film and television executive and producer, Michael has worked on a diverse range of projects, including films, scripted and unscripted television, documentaries, and short-form content. His recent work includes producing the action thriller *The Silent Hour* (2024) starring Joel Kinnaman, as well as the boxing biopic *Giant* (2025) starring Pierce Brosnan. Michael's career in entertainment spans notable films such as *Hit Man*, *Woman of the Hour*, *The Tinder Swindler,* and *Midway*, among many others. He also founded Expansion Entertainment, a production company that focuses on amplifying voices and stories that aim to make us better humans and inspire positive change.
Outside of film, Michael is passionate about nature and wellness, specifically the integration of the two, so he launched a company called Pine Body and Mind. In addition to being a certified personal trainer and nutrition coach, Michael leads a monthly men's hiking group and organizes immersive backpacking retreats that combine physical challenges with deep reflection, aimed at helping men reconnect with nature, each other, and themselves.
Emi Umezawa
Anya Facilitator-in-training Senior Wealth Advisor Emeritus
Michael Ewing
Head of Production & Operations
Michael Ewing brings a unique blend of expertise in both the entertainment industry and health and wellness. With a decade of experience as a film and television executive and producer, Michael has worked on a diverse range of projects, including films, scripted and unscripted television, documentaries, and short-form content. His recent work includes producing the action thriller *The Silent Hour* (2024) starring Joel Kinnaman, as well as the boxing biopic *Giant* (2025) starring Pierce Brosnan. Michael's career in entertainment spans notable films such as *Hit Man*, *Woman of the Hour*, *The Tinder Swindler,* and *Midway*, among many others. He also founded Expansion Entertainment, a production company that focuses on amplifying voices and stories that aim to make us better humans and inspire positive change.
Outside of film, Michael is passionate about nature and wellness, specifically the integration of the two, so he launched a company called Pine Body and Mind. In addition to being a certified personal trainer and nutrition coach, Michael leads a monthly men's hiking group and organizes immersive backpacking retreats that combine physical challenges with deep reflection, aimed at helping men reconnect with nature, each other, and themselves.
Ongoing Requirements
Maintain certification through annual CE, community engagement, and practice ethics.
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