While the majority of our clients are financially independent or planning to retire within a couple of years, we also work with mid to late-career professionals.

Yes!  In fact, a majority of our clients are outside of the Richmond area.  We serve families virtually around the country.

We are proud to partner with a distinguished firm that specializes in individual and trust tax preparation. For our valued clients taking advantage of our retirement and investment management services, we can seamlessly integrate tax preparation and offer timely tax projections to adapt to changes throughout the year.

After the initial financial planning process of 2 – 4 meetings during the first few months of becoming a new client, our ongoing retirement planning service includes up to 3 meetings per year: a focused tax meeting (February), a focused topic check-in meeting (summer), and a comprehensive financial plan update (fall). Also included are phone calls and emails as things arise throughout the year. 

No.  While there is no requirement that we manage any of your investments, our pricing structure generally is best suited for individuals with $1.5 million – $10 million.

The last trip my wife and I took before our daughter was born was to Australia and New Zealand.  Manuka (mah-noo-kah) is the Maori name for leptospermum scoparium, a common tree in New Zealand which is used to make popular Manuka honey (Maori are the indiginous Polynesian people native to New Zealand.)  Manuka bark is believed to have a relaxing and calming effect on the body and mind and enhance sleep.

No.  While we ask that our ongoing planning and investment management clients commit to us for at least 12 months, you are free to terminate your relationship with us at any time.  We will return any unearned fees and will remove ourselves as your investment advisor if you have us linked to manage any accounts.

Absolutely.  While the financial industry tries to water-down the true meaning of a fiduciary, we will always act in the best interest of our clients.