Our Clients

Over the years as our business has grown we’ve made an effort to maintain the quality of our highly personalized services by being very selective in choosing clients.

We have found we are best suited to work with clients that have a liquid net worth of $2,000,000 to $25,000,000 dollars due to their complex needs. Our clients tend to be individuals who prefer to delegate and collaborate when it comes to financial matters. Many clients find working with us dramatically improves their ability to communicate and work together with their families in planning their financial futures. We also enjoy very much working with clients that are charitably inclined. 

Our clients come from diverse backgrounds and professions such as individuals and families with inherited wealth, physicians, business owners and retirees. We also work with many corporate executives or retired corporate executives and have found them to be an especially good fit for our firm.  

If you are unclear about whether our company is well suited to your individual needs, call us and we’ll be happy to discuss this with you. Additionally, if it’s clear to you that our firm is not currently a good fit for your circumstances, call us anyway and we’ll provide you with referrals to other Fee-Only Certified Financial Planner™ Practitioners in your area.