Our goal is to help you achieve your goals. We talk with you, not at you, to develop and implement creative solutions for your specific financial needs. As fiduciaries, it is our duty to always do what is in your best interest, and as a fee-only advisor you can rest assured that what you pay for our advice is transparent, reasonable, and fair.
Whether it’s retirement planning, budgeting, cash flow management, tax planning, reviewing your estate plan, business transition, philanthropic, or education planning, we craft ideas, solve challenges, build solutions, nurture multi-generational relationships, and get things done for individuals and families.
We provide peace of mind
Trusts & Estates
We understand that the transfer of wealth includes much more than wills and trusts. It also involves sharing generational values, providing financial protection and education for future generations, and a lot of listening. With over 40 years of experience in trust and estate administration, we offer a wide range of services to provide peace of mind for your estate goals.
Business & Nonprofits
Your organization is unique. You deserve a partner who will take the time to understand your specific goals and help you to achieve your mission. When confronting organizational challenges, our decades of combined experience allow us to think big. We don’t just focus on the task at hand; our solutions are designed to make sense within the broader context of your organization. In all cases, our advice is independent and free from conflicts of interest, and our ultimate goal is to help move your organization forward.
Our team specializes in the following services for businesses and nonprofits:
Retirement plan establishment, management, and review
Endowment management and related services
Business valuation for closely held companies
Transition planning for entrepreneurs approaching exit or retirement
In addition to the above, we can provide insight into operational and budgeting best practices. When appropriate, we will partner with trusted third-party service providers, all the while quarterbacking and overseeing the relationship.
Make an impact on future generations
Socially Responsible Investors
Like many investors, you might be concerned about the legacy you will leave to family or to charitable causes. Oftentimes, we think about this legacy purely in dollar terms. However, there are other ways an investor can make an impact on future generations. One is through sustainable or socially responsible investing.
Sustainable investing can take many forms and there is no single agreed-upon definition. You have probably heard terms like socially responsible investing (SRI) or environmental, social, and governance (ESG) investing. Another term is impact investing.
It might be that you wish to avoid companies that have negative business practices or that sell harmful products. Or perhaps you wish to invest in companies that promote good corporate stewardship or that seek to minimize their impact on the natural environment.
We are happy to work with you to design an investment program that meets both your financial goals and your impact goals. Whether this involves all of your portfolio or simply a slice, we can help make sense of the various considerations and develop a portfolio that appropriately balances your financial needs with your social and environmental concerns.