Advisors

Asset manager / financial planner with passion for the intersection of taxes and investing.  Works with motivated savers, beneficiaries of estates, business owners, divorcees, widows, pre- and post-retirees, and more. Compensation based on assets under management.  Asset Management clients only. Minimums apply. Currently not taking on new clients

Asset manager / financial planner with passion for investment strategy and selection. Works with small businesses and owners, parents of college-bound kids, job changers, pre- and post-retirees, and more. Compensation based on assets under management. Asset Management clients only.  Minimums apply.

Founder, asset manager / financial planner, and gray haired presence. Semi-retired.  Works with legacy clients and select others. Currently not taking on new clients. 

Asset manager / financial planner, with passion for investment strategy and selection. Works with small businesses and owners, parents of college-bound kids, job changers, pre- and post-retirees, and more. Compensation based on assets under management. Asset Management clients only.