We Specialize in Entrepreneurs
Choosing a financial advisor is often confusing and exhausting, especially for business owners. After a while, we might all start to look and sound the same (and generic). But financial advisors are not all alike. We specialize in helping entrepreneurs design and implement a comprehensive financial strategy that will address all of their financial objectives.
As a business owner, your needs are very different from those of a typical corporate employee.
Specialist vs. Generalist
It seems obvious, but when you hire a financial advisor, you want more than just generic, cookie-cutter advice. You're seeking guidance on all of the important aspects of your personal finance. This is especially true if you are an entrepreneur. Your needs as a business owner are very different from those of a typical corporate employee.
While their titles – 'financial advisor', 'wealth advisor', etc. – may imply that they provide comprehensive financial advice, most financial advisors are generalists. In fact, many are primarily focused on managing your investments, sometimes at the expense of your financial wellness. They are not equipped to navigate through a maze of complex details of your personal finance. This is a substantive distinction that will ultimately matter for your financial wellness.
We specialize in helping business owners design and implement a comprehensive financial strategy that will address all of their financial objectives.
Boutique vs. "Corporate"
Do you like chain restaurants? Neither do we. Wouldn't you much rather enjoy food made from scratch by locally-owned restaurants whose owners and chefs know their community and their customers, using unique and fresh ingredients from local and regional sources?
Likewise, we built a boutique firm by design so we can focus on addressing financial issues that are unique to business owners. Because we are not beholden to self-serving corporate interests that do not align with yours, we can remain intensely personal, nimble, and responsive. As we design a comprehensive strategy to help achieve all of your financial objectives, we take time to listen and get to know your goals, values, and fears. You will always feel heard and understood. And we always speak to you plainly in everyday English.
But just because we are a boutique firm, you don't have to settle for less. We have access to the same financial products, technology, and market research these "corporate" firms offer.
Human vs. "Robo"
Technology is extremely proficient at processing an enormous amount of data quickly and accurately. It's great for automating processes.
So, naturally, 'robo advisors' can use algorithms to build and manage your investment portfolios efficiently. And once set, you're on autopilot.
So far so good. But when it comes to engaging with human clients with real human issues, robo advisors fall far short. They don't understand or care about your most important goals or your deeply held values. They don't know you, your family, or your business. And they don't really understand what keeps you up at night.
Perhaps the day will come when robo advisors can grasp the mystery and complexities of life. But until then, you can turn to us to oversee all of the important details of your personal finance. Let us design and implement a comprehensive financial strategy that will address all of your human goals and dreams.