FIRST... verify 3 critical elements of TRUST!

1.   A fiduciary Advisor who isn’t also a commissioned sales rep.
2.   An independent firm that isn't paid to promote certain investments.
3.   Financial expertise from actual financial experts.


Personal Financial Planning: (retirement, tax, estate and investment advice)

Private Wealth Management: (financial plan + expert investment management)

Family Office FinancialTeam: (full staff of financial experts: clients with $10mm+) 


No sales pitches.      No rookies.      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.
The Investors First PodCast: Michael Mauboussin – Market Concentration, Buybacks & Luck vs. Skill

In this episode, we have the pleasure of hosting Michael Mauboussin, Michael is a highly respected figure in finance, celebrated for his deep insights into decision-making, behavioral economics, and investing. Read More

The Investors First Podcast: Ali Hamed – Contrarian Early-Stage Investing

In this episode we host Ali Hamed, a Co-Founder and Partner at CoVenture and a prominent figure in venture capital and alternative investments. With a background in finance and technology, Ali brings strategic insights to early-stage investing. Hamed's track record of success and commitment to fostering entrepreneurship make him a key player in shaping the startup ecosystem. Read More

Why You Want To Spend Your IRA Money Before You Die

Prior to 2020, passing wealth from generation to generation through an IRA was a straightforward strategy. A family could take a pot of money and grow it tax-free or tax-deferred, passing it down the family tree. Read More