Business Owner


Busy as you are with your business and family, who is keeping tabs on your own affairs? You have high standards for your business and want a financial advisor who meets a high bar. Efficiency, expertise and competence – these are the qualities you’re looking for in an advisor, so you can focus on your business and not your finances.

We can listen, understand and advise you on the questions you encounter as a business owner. Please give us a call or contact us.

What type of retirement plan is best for me and my employees?
Can you help me make sense of my equity plan and stock compensation?
What financial risks should I be aware of as a business owner?
Should I have a buy-sell agreement or succession plan?
How much should I invest back into my business?