About Wealth Express
From everyday decisions to long-term goals, we’re here to guide the way. With experience rooted in our history, we bring clarity and confidence to every step. Together, we’ll build a financial path that grows with you and your family.
We turn wealth into reality—for you, your family, and your future—building on our past to shape your today.
Our Past
We started in Medicare back in 2020 and now have helped over 1,000,000 consumers simplify their plans and get on the right track. Co-CEO Rob Graham became aware of the approaching retirement crisis in America, and created Wealth Express to help solve it.
Our Present
Just because the market is unpredictable doesn’t mean your finances have to be. We work with consumers to create a personalized financial plan fit for you, your journey, and your needs. Our small group of 30 admin located in Saint Petersburg, Florida work to support agents in fulfilling your financial needs.
Where We’re Heading
The sky’s the limit! We’re constantly adding more products, agents, and areas to our portfolio to try and secure the best financial future for anyone who needs it.
Where You Fit In
We believe that the best financial decisions are made in comfortable, familiar settings, which is why we meet you where you are—whether that’s at your kitchen table, over Zoom, or by phone. If you need simple, transparent financial advice, we’re here to provide it.
