Serving Engineers and Other Technology Professionals

We specialize in building long-term relationships with our clients, and we work with clients only if we are the right financial planner for them. 

We may be right for you if

• You would value a financial plan that includes retirement planning, investments, insurance, estate planning, and taxes.

• You would value having your portfolio professionally managed because you do not have the time or interest to manage it yourself.

• You are open to a long-term partnership with a financial planner. While you would be free to end our working relationship at any time, we prefer partnering with our clients for many years to help them manage their evolving financial circumstances.

• You work, or have worked, in the technology industry.

• You have high integrity, communicate well, and are fun to work with.

• You have more than $2,000,000 of investment assets (not including your home). While we do not have any hard asset minimums, we believe our services and fees are more appropriate for those who are above this asset level. Our current minimum annual fee is $20,000.

• You prefer a professional, yet relaxed, setting.