FIRST... find someone you can TRUST.

We help clients achieve their financial objectives by successfully managing investment risks and minimizing taxes & expenses.

Basic Financial Planning

Expert Investment Management

Family Office FinancialTeam

No sales agendas.    No rookie advisors.    No divided loyalties.

There is simply no reason to pay more or settle for less. 

<p>The Value Of<p>True Objectivity

The Value Of

True Objectivity

As Independent, Fee-Only Fiduciaries, our judgment is never clouded by sales incentives and our loyalties are never divided by a corporate profit agenda.

<p>The Value Of<p>True Expertise

The Value Of

True Expertise

Our FinancialTeam advisors have advanced educations, expert certifications and decades of experience in their specialized fields of expertise.

<p>Comprehensive<p>Financial Planning


Financial Planning

Wholistic financial guidance from an experienced, Fee-Only Certified Financial Planner® and 24/7 access to your Personal Financial Website.




Professional management of your investment portfolio with a continuous, proactive focus on minimizing unnecessary risks, taxes and expenses.

<p>Strategic<p>Tax Planning


Tax Planning

Ongoing analysis of your tax planning  opportunities, routine collaboration with your financial advisors, and an efficiency review of your annual income tax return.

<p>Advanced Trust &<p>Estate Planning

Advanced Trust &

Estate Planning

Expert planning for the efficient transfer of your estate and continued assistance to help survivors implement your legacy objectives after you're gone.

See How We Would Approach
Your Financial Goals
Why Hire Us?

See what you can expect from our expert Private Wealth Management services.

How Risky Is Your Portfolio?

A Nobel Prize-winning risk analysis helps engineer an investment portfolio to achieve your goals with a 95% probability range.

Cutting Edge Technology

See our amazing tools for organizing your finances, collaborating with your advisors and monitoring your results.

Stay connected with your

Personal Financial Website

Constantly updated values of everything you own and interactive tools to monitor cash flows and analyze progress,
plus a secured, private document vault for everything you (and your heirs) may need at a moment's notice,
available on-line, 24/7 from anywhere in the world that has an internet connection.
SECURE 2.0 Act Changes 401(k), IRA, Roth, Other Retirement Plan Rules

The SECURE 2.0 Act makes major changes to retirement savings plans. Here's what you need to know. Read More

How to Find a Financial Adviser

......And while we’re on the topic of ethics: Fiduciaries are required by law to put your interests before their own.. In addition to that, a subset of fiduciary firms are fee-only, which means they don’t sell any products or services beyond their relationship with you and act as a fiduciary in all parts of their business. The word fiduciary gets used incorrectly all the time, but a true fiduciary has very few conflicts of interest, with all decisions made in the client’s best interest. For me, these two criteria – being a CFP and a fiduciary – should be non-negotiable when choosing an adviser............ Read More

The Best and Worst Ways To Spend Your Year-End Bonus

Good news for employees: Even though 2020 and 2021 have been distinctly different from years past, full of economic strife due to the global pandemic, more employers are opting to give year-end bonuses. So if you're one of the fortunate workers who's receiving one, you can rest a little easier knowing there's more money going into your bank account. Read More