Our Services

We are financial coaches and life planners.

We spend a lot of time talking with our clients about more than just their asset allocation and customized stock portfolios. Our team of experts can help you answer any financial question, and we care about every area of your life.

Because we invest in long-term relationships, we’ll be around to help you set up a SEP or advise on corporate cash management. We can coordinate bill payments for your aging parents or help you teach your kids how to balance a checkbook.

That’s all in a day’s work at our Community Family Office™.