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Financial Alternatives
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About

We help you plan, build and enjoy your prosperity

 

Founded in 1991, we were early adopters of the Fee-Only Wealth Management movement.

 
 

Financial Alternatives is a SEC Registered Investment Advisor that works with successful families and professionals who want a talented, experienced and passionate advisory team on their side. We help our clients make wise financial decisions for themselves and their families.

From the very beginning, over 25 years ago, we’ve been compensated solely by our clients, never by any financial institution to sell their products. This arrangement aligns our interests with our clients’ interests.

To bring you our best ideas, we maintain key industry certifications like the CFP® and CFA® designations, and are members of leading professional associations.

We are distinguished by our objectivity, our expertise, our process, and our attention to detail.

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Our Team