Flat Fee
Financial Advisor
for Business Owners
We handle your finances, so you can handle your business.
Reach Your Financial Goals Faster
Got big plans for your financial future? You deserve a partner to help you get there, even if your portfolio is still small. Unfortunately, most young professionals don’t meet the minimum investment requirement for a traditional financial advisory firm. We charge a cost effective flat fee so we can help people get started in their investing journey.
How We’re Different
No Account Minimums
Flat Retainer Fee
Portfolio Management Included
Our Mission
We manage your financial life, so you can manage your business. Planning, investments, taxes, and retirement plans are all included in a flat fee. We don’t charge an AUM fee, so we can help business owners who have the majority of their equity in their business.
Our Flat Fee Financial Services
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Financial Planning
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Cashflow Management
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Portfolio Management
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Retirement Plans
