Your Financial Life Prioritized

There are so many financial decisions to make
And there is so much noise
I help my clients prioritize, gain clarity, and achieve fulfillment

An Experienced Sounding Board and Guide

I have been investing for over 30 years. I worked at a multi-billion-dollar endowment and saw how institutional investors invest. I have managed investments across a wide variety of asset classes including public equites, hedge funds, venture capital, private equity, real estate, derivative securities, special situation and merger arbitrage, and fixed income.

I co-founded a venture-backed company focused on behavior change. My co-founder and I applied human psychology and our experience from medical school to help hundreds of thousands of people improve their health.

I built an early-stage venture capital firm and coached early-stage entrepreneurs on building their companies. We helped over 80 companies and several of them have had significant exits.

I am a registered investment advisor and fiduciary. I am also a CFA® Charterholder. I have a passion for educating and coaching individuals and families about investing, personal finance, and the psychological, emotional, and relational aspects of money.

Services

Individuals and Families

You want a second opinion about your investment strategy
You want a sounding board for one-off investment opportunities
You are worried about potential blind spots or missed opportunities with your personal finances or investments
You want to improve your communication with your partner about money
You want advice on saving for college, buying a house, or planning for retirement
You want education and coaching about a financial concept or topic
You want a comprehensive financial plan that provides clarity and prioritization
You want someone to develop and execute your investment strategy so you can focus on your passions
You want to sleep better at night knowing your finances are being managed professionally
You don’t want to pay an advisor a percentage of your total assets every single year

Family Offices

Pricing

I only work with a select group of clients. Unlike many advisors, I do not charge based on assets under management and do not require clients to transfer their assets. All your financial assets are included in discussions and plans, even if they are managed by outside investment managers or other third parties.

Quarterly Review

$2,000 per year

Monthly Review

$5,000 per year

* Reviews are 90-minute zoom calls

Comprehensive Planning and Investment Management

$5,000 to $20,000 per year