Our Clients: Want to spend time doing the things they enjoy and have surrounded themselves with talented individuals.

  • Young Professionals

    We work with young professionals to help them build a strong financial foundation early in their careers.

    Many are navigating major milestones—such as managing student loans, purchasing a first home, or evaluating employee benefits and equity compensation—while also beginning to invest and save for the future.

    We provide tailored guidance that balances short-term priorities with long-term goals, helping them make informed decisions that create lasting financial security.

    By simplifying complex topics and creating clear, actionable strategies, we empower young professionals to take control of their finances with confidence, setting the stage for lasting success.

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    Private Equity Investors

    Private equity investors face distinct challenges—illiquidity, long investment horizons, and complex tax considerations.

    We provide planning that reflects these realities, from managing cash flow and liquidity needs to preparing for distribution events and balancing concentrated positions.

    Our integrated approach helps investors align their portfolios with both personal and financial objectives, while coordinating with accountants, attorneys, and other professionals to ensure all aspects of their wealth are working together.

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    Professionals in a Technical Role

    Highly skilled professionals such as engineers, scientists, and technologists often encounter financial decisions as complex as the work they perform.

    Many hold equity compensation, navigate shifting career opportunities, or balance significant income with long-term planning needs.

    We tailor our advice to meet these challenges, combining data-driven strategies with clear explanations that simplify decision-making.

    Our goal is to help technical professionals leverage their earning potential, build wealth with intention, and feel confident about both immediate and future financial outcomes.

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    Business Owners

    Entrepreneurs and business owners must manage the interplay between their personal finances and the enterprises they’ve built.

    We provide strategies that address this dual responsibility, helping owners navigate cash flow, optimize tax planning, implement retirement and benefit programs, and prepare for eventual succession.

    By focusing on both protection and growth, we aim to ensure that businesses remain resilient while owners achieve personal financial security.

    We serve as long-term partners, providing clarity and direction as owners make critical decisions for both their companies and their families.

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    Retirees

    The transition into retirement is both exciting and complex.

    Our role is to design income strategies that make savings last, balance growth with stability, and prepare for healthcare and long-term care needs.

    We provide ongoing guidance to help retirees adjust as markets shift or personal circumstances change.

    Above all, we simplify financial management so that clients can focus less on worry and more on enjoying the freedom of retirement, confident that their wealth is working in alignment with their lifestyle and goals.

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    Ultra-High-Net-Worth Families

    For families of substantial wealth, financial management must extend beyond investment returns to encompass preservation, governance, and generational continuity.

    We provide a disciplined framework for stewarding assets, designing sophisticated estate and tax strategies, and creating structures for philanthropy and family decision-making.

    By working closely with a network of trusted professionals, we integrate legal, tax, and financial considerations into a cohesive plan.

    Our purpose is to help families articulate their values, strengthen cohesion across generations, and ensure their wealth serves as a source of stability, opportunity, and legacy for decades to come.

Calling All Engineers

“Engineers want to know what they’re getting, and they need to see data behind the sales pitch”

The instructor in my very first class in the CFP coursework asked the question, “Do any of you have that one engineer client who you dread speaking to when they call?” 

Nearly every advisor’s hand went up, and many with a groan or a knowing chuckle.  All I thought was that engineers and technical leaders were (and still are) the majority of  who we work with.  The instructor led us through a conversation about the different people who make up our clients and how we have to shift our discussions to suit our client’s style.

Many advisors around me spoke about communication strategies they used to simply get thru conversations with clients who they believe ask too many questions, and care about details that weren’t important in their eyes.

I’m a former (recovering?) engineer myself and I know why these advisors around me didn’t appreciate the detail-oriented, and curious engineering clients.  Most advisors (about 70% in the industry) sell products, instead of provide advice that is in the best interest of the client (fiduciary advice).  It’s harder to SELL a product to someone who digs into the details on fees, for example (which are usually very high).  Engineers want to know what they’re getting, and they need to see data behind ‘the sales pitch’.

We provide ongoing advice in investment management and financial planning with the freedom to provide the best strategies without a “home office” telling us we have to do things that benefit the company and not necessarily the client.  When our clients do better, we do better also.

Many of our first clients came from a nearby firm who sold high-cost annuities, and avoided financial planning. They were disappointed about the “advice” they got and knew that they should be getting something more than just product sales.

Our business started as an independent advisory firm providing fiduciary advice in 1986 working with engineers and chemists.

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