How we help
Investing first. Then everything around it.
Investing is the work we love most, so it comes first. But most of what we do happens around it: the plan, the taxes, the will, and the life stuff that comes with money.
Investing
- Portfolios built around your goals, your timeline, and how you feel about risk.
- Reviewed regularly and explained in plain English.
- Someone to call on the days the market drops.
Planning
- Retirement
- How much you need, how long it lasts, and when to start.
- Taxes
- Money decisions made with taxes in mind, alongside your CPA.
- Estate
- Wills, trusts, and beneficiaries, alongside your estate attorney.
- Insurance
- Enough to protect the people who count on you, and not a policy more.
The “and more”
It’s the part of our job that never fits on a statement.
- Choosing a retirement community
- Financing a home
- Deciding what car to buy
- Talking through the will
- Helping your kids get started
- Planning a move to another state
Business owners, stock options, and big paychecks
Retirement plans for your team
SEP, SIMPLE, 401(k), or profit sharing, compared side by side.
Paying yourself
The right mix of salary, distributions, and contributions, worked out with your CPA.
Planning your exit
Sell it, hand it down, or close the doors on your own terms.
Stock options and RSUs
When to exercise or sell, what the tax bill looks like, and how much should ride on one company.
Athletes and entertainers
Big, uneven income and short careers need their own plan. Ethan is an SE‑AWMA®, a designation built for exactly this.
How it works
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Book a hello
A 20-minute phone call. Nothing to prepare.
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Meet us
In our office or on video. Bring your questions.
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Get your plan
Your investments and the life stuff, side by side.
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Keep in touch
We review it together over time, and we answer the phone.
How we’re paid
It depends on the service. We may be paid through advisory fees, commissions, or both, and we’ll walk you through exactly how, in writing, before you decide anything.
[Link to LPL’s Form CRS, if LPL requires it]