Serving clients nationwide · For over a decade
The whole picture.
We connect every part of your financial life so you can make better decisions with greater confidence.
What we do
Planning, not products.
A few minutes on how we work, and what the first meeting looks like.
We work with business owners and families in the entertainment and technology industries whose financial lives are shaped by equity compensation, variable income, and the complexities of business ownership.
Led by a CERTIFIED FINANCIAL PLANNER™ professional, we coordinate investments, taxes, retirement, and business planning into one comprehensive strategy, helping every financial decision work toward the same goals.
- A fiduciary firm, putting client interests first at all times
- Advice tailored to your goals, not products or sales quotas.
- Technology-enhanced planning with a human advisor at the center.
How it works
Four steps.
Consultation
We meet, at no cost, and work out whether we are the right fit for what you are trying to do.
Discovery
We gather the full picture — income, assets, obligations, and what you actually want the money for.
Implement
You get a written plan with specific actions, sequenced, and we do the work of putting them in place.
Monitor & Review
Plans age. We review yours on a schedule and adjust it as your life changes.
Screens from the BlackLines client portal, shown with a sample household.
Four disciplines, one plan
- Investment management
- Discretionary portfolios custodied at Charles Schwab, built around the plan rather than beside it.
- Tax optimization
- Year-round rather than a scramble in April, and coordinated with the investment and estate work.
- Insurance and risk
- Protecting the risks that matter most while helping you avoid paying for coverage you don't need.
- Estate planning
- Wills, trusts, and beneficiary designations working together as intended.
Featured in
What clients value
What people tell us.
- The whole picture
- Clear, holistic financial guidance — not a product sale.
- Calm about money
- Confidence and steady support around decisions that feel heavy.
- Aligned to your values
- Personalized planning rather than generic rules of thumb.
- Explained plainly
- Simple, understandable explanations, and the education behind them.
- Just handle it
- Operational ease, with clear guardrails you set.
- Ahead of the year
- Proactive, tax-aware strategy planned rather than reacted to.
- Fees you can see
- Transparent, fair, and aligned with your outcome.
- Technology that helps
- Modern, integrated tools that genuinely make money life easier.
- We follow through
- Responsiveness, reliability, and things actually finished.
- A relationship
- Long-term and human, not a transactional service.
Who we work with
You are in good company.
Our clients are employees, executives and members of the organizations below.
Start here.
No cost, no obligation — we work out whether we are the right people for what you are trying to do, and tell you plainly if we are not.