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Todd Stankiewicz, CFP®, ChFC®, CMT®, ABFP®, EA

Helping families simplify taxes, investing & major financial decisions

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SYKON Capital Todd Stankiewicz, CFP®, ChFC®, CMT®, ABFP®, EA
Harrison, NY

Serving Clients Nationwide

Helping families simplify taxes, investing & major financial decisions

22 Certified Advisor Reviews™
5 out of 5 Stars
Jump to Reviews

(914) 898-3478

Website

Areas of Focus

  • Estate Planning
  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Todd Stankiewicz, CFP®, ChFC®, CMT®, ABFP®, EA

Most people don’t need more financial advice. They need a better way to make decisions.

I’m a dad, a golfer, a business owner, and someone who spends most of his time helping people make better financial decisions when the stakes are high.

If you’re here, there’s a good chance you’re not starting from scratch. You’re likely navigating tradeoffs - timing decisions, risk, tax implications, or competing priorities - and want a clearer way to think through them.

If we work together, you can expect real conversations about what matters to you, where you’re trying to go, and how to structure decisions in a way that fits your life.

I’ll ask thoughtful questions, challenge assumptions when needed, and help you evaluate your options with a clear framework. That process is not done in isolation. Decisions are evaluated across planning, investments, and tax considerations so nothing is looked at in a vacuum.

The goal is not just to build a plan, but to help you make decisions with more clarity and less second-guessing over time.

You can expect thoughtful conversations, honest guidance, and advice tailored to your situation, not a one-size-fits-all approach.

You don’t have to have everything figured out. You just need a place to start.

Professional Designations

  • Accredited Behavioral Finance Professional (ABFP)
  • CERTIFIED FINANCIAL PLANNER ®
  • Chartered Financial Consultant (ChFC)
  • Chartered Market Technician (CMT)
  • Enrolled Agent (EA)

Primary Location

500 Mamaroneck Ave, Suite 435 Harrison, NY 10528

Additional Locations

📍 601 Heritage Drive, Suite 229 Jupiter, FL 33458

Video

https://www.youtube.com/@todd_stankiewicz

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Fee Only
  • Flat Fee
  • Percentage of Assets Managed

What to expect in the first meeting

I look forward to speaking with you and appreciate the opportunity to learn about what you are seeking to gain from a relationship with a wealth manager. During the first meeting, I try to get a sense of what is important to you in your life, how your finances play a role, and any other dynamics that may impact what you are trying to achieve. We can then decide if it makes sense to move to the next step.

Offers Investment Management

Yes

About SYKON Capital

SYKON Capital is a Fee-Only Fiduciary Financial Advisory firm Focused on Better Financial Decisions, Not Just Portfolios

We help individuals and families align investment management, financial planning, tax strategy, and estate planning into one coordinated approach.

Most financial advice focuses on products, portfolios, or a checklist.

At SYKON Capital, we focus on decisions.

Wealth is not just about what you earn or accumulate. It is about what you keep, how you manage risk, and what your resources enable you to do.

SYKON Capital is a fee-only fiduciary financial advisory firm with offices in Harrison, NY and Jupiter, FL. We work with individuals and families to align their financial strategy with what matters most to them through a coordinated approach to financial planning, investment management, tax strategy, and estate planning.

Many clients come to us when they are facing decisions around equity compensation, concentrated investments, business ownership, or major financial transitions. They are not just looking for a portfolio. They are looking for clarity around decisions that carry long-term consequences.

Our approach integrates:

• Behavioral-based financial planning to improve real-world decision making
• Risk-aware investment management focused on protecting against avoidable losses while identifying opportunity
• Integrated tax and estate planning so strategies work together, not in silos
• A team-based model that brings multiple perspectives and areas of expertise to every client relationship

As an independent, fee-only fiduciary, we do not receive commissions or product-based compensation. Our responsibility is to provide objective advice aligned with each client’s goals and circumstances.

The objective is not just growth. It is to help clients make informed, intentional decisions about their wealth with clarity and confidence.

With offices in Harrison, NY and Jupiter, FL, we work with clients locally and across the United States through both in-person and virtual relationships.

Why Our Team Is Different

Most financial advice is delivered in silos: investment management, financial planning, and tax considerations are often handled separately, and in some cases not fully coordinated.

Our team is structured to bring these areas together so decisions can be evaluated in context, not in isolation.
We bring experience across financial planning, investment management, and tax strategy, allowing for a more coordinated approach to client decisions.

This includes:

• Financial planning backgrounds, supported by CFP® and ChFC® designations
• Investment and market-focused disciplines, including CMT® and CFA® training
• Tax knowledge, including Enrolled Agent (EA) credentials, which allows for greater integration of tax-aware considerations

This combination allows us to evaluate decisions with a broader perspective—considering not just investments, but how timing, taxes, risk, and long-term objectives interact.

For clients, that means fewer disconnected recommendations and a more coordinated approach to managing complexity.

Our Services

✔️ Wealth Management
A coordinated approach that integrates investment management, financial planning, tax strategy, and estate considerations into a single, cohesive framework.

✔️ Financial Planning
Values-based financial planning designed to align your financial resources with your long-term goals, priorities, and decision-making needs.

✔️ Investment Management
Portfolio management grounded in behavioral insights, risk awareness, and ongoing evaluation of market conditions. Strategies are designed to align with your objectives and adapt as your situation evolves.

✔️ Tax & Estate Planning Coordination
Coordination of tax-aware strategies and estate planning considerations to support long-term wealth preservation, efficient transfers, and alignment with your broader financial plan.

Education

Boston University, Bachelor's Degree | Quinnipiac University, Masters of Business Administration, MBA

Hobbies and Interests

  • Animals
  • Family
  • Golf
  • Hockey

SEC Lookup

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Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Dual Income Family
  • Entrepreneurs
  • Families
  • Gen X
  • Individuals
  • Young Families

Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Sykon Rocks

✅ Wealthtender Certified Advisor Review™
Aug 12, 2026
They are great. Julie et al rocks. They have answers to all of the questions.
Relationship to Financial Advisor: Client as of Aug 12, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: This testimonial reflects the client’s personal experience and may not be representative of the experience of other clients. It should not be construed as a guarantee, promise, or indication of future performance, investment results, or client experience. Investing involves risk, including the possible loss of principal. No testimonial should be viewed as a recommendation to engage SYKON or as investment advice.
Avatar for Jeffrey
Jeffrey

Sykon Capital are like family.

✅ Wealthtender Certified Advisor Review™
Aug 12, 2026
The Sykon group takes a hands on approach with clients. When you call they pickup or quickly call back. They manage your money as if it was their own. Four generations of my family have been working with Steve Ruvituso and his staff for over 35 years and never looked back.
Relationship to Financial Advisor: Client as of Aug 12, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: This testimonial reflects the client’s personal experience and may not be representative of the experience of other clients. It should not be construed as a guarantee, promise, or indication of future performance, investment results, or client experience. Investing involves risk, including the possible loss of principal. No testimonial should be viewed as a recommendation to engage SYKON or as investment advice.
Avatar for Martin
Martin

Truly cares about their clients

✅ Wealthtender Certified Advisor Review™
Aug 10, 2026
What stands out most is how much they genuinely care about helping their clients succeed. They listen carefully, answer every question patiently, and make complicated financial topics much easier to understand. I feel more confident about my financial future because of their guidance and would gladly recommend them to others.
Relationship to Financial Advisor: Client as of Aug 10, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: This testimonial reflects the client’s personal experience and may not be representative of the experience of other clients. It should not be construed as a guarantee, promise, or indication of future performance, investment results, or client experience. Investing involves risk, including the possible loss of principal. No testimonial should be viewed as a recommendation to engage SYKON or as investment advice.
Avatar for Nate
Nate

Superior

✅ Wealthtender Certified Advisor Review™
Aug 10, 2026
My advisor is excellent! Very helpful explaining and walking me through any actions I need to take.
Relationship to Financial Advisor: Client as of Aug 10, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: This testimonial reflects the client’s personal experience and may not be representative of the experience of other clients. It should not be construed as a guarantee, promise, or indication of future performance, investment results, or client experience. Investing involves risk, including the possible loss of principal. No testimonial should be viewed as a recommendation to engage SYKON or as investment advice.
Avatar for D B
D B

Rating

✅ Wealthtender Certified Advisor Review™
Aug 10, 2026
Kudos to the team at Sykon Capital. Always feel that my accounts are in very capable hands. Their expertise is appreciated as well as their efficiency.
Relationship to Financial Advisor: Client as of Aug 10, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: This testimonial reflects the client’s personal experience and may not be representative of the experience of other clients. It should not be construed as a guarantee, promise, or indication of future performance, investment results, or client experience. Investing involves risk, including the possible loss of principal. No testimonial should be viewed as a recommendation to engage SYKON or as investment advice.
Avatar for Tracey R.
Tracey R.

Prompt, efficient, high quality service

✅ Wealthtender Certified Advisor Review™
Aug 6, 2026
The Sykon team cannot be beat. Most of my direct dealings are with Julie Ackerman. HER RESPONSE TIME IS EXCELLENT.
Relationship to Financial Advisor: Client as of Aug 6, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: This testimonial reflects the client’s personal experience and may not be representative of the experience of other clients. It should not be construed as a guarantee, promise, or indication of future performance, investment results, or client experience. Investing involves risk, including the possible loss of principal. No testimonial should be viewed as a recommendation to engage SYKON or as investment advice.
Avatar for David W
David W

Excellent Financial Service

✅ Wealthtender Certified Advisor Review™
Aug 6, 2026
I've been with Sykon Capital for about a year now and it's been a really positive experience. My account manager, Nick Short, is knowledgeable and actually takes the time to explain things rather than just pushing products – every question I’ve had on my account has been answered with clear, considered responses rather than generic scripts. The thing I like best is how well they manage my account day to day. Statements are accurate, communication is transparent and I have never had to follow up to get updates or clarification. Julie Ackerman, who leads client engagement, has also made sure that I always feel informed and looked after. It's clear the whole team pays attention to the details, and it's given me real confidence in how my money is being handled. A year in, I have no hesitation recommending Sykon Capital, and Nick and Julie specifically, to anyone looking for a financial services company that combines expertise with genuine, attentive service.
Relationship to Financial Advisor: Client as of Aug 6, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: This testimonial reflects the client’s personal experience and may not be representative of the experience of other clients. It should not be construed as a guarantee, promise, or indication of future performance, investment results, or client experience. Investing involves risk, including the possible loss of principal. No testimonial should be viewed as a recommendation to engage SYKON or as investment advice.
Avatar for DSJ
DSJ

Trusted Managers

✅ Wealthtender Certified Advisor Review™
Aug 6, 2026
The clients of Sykon are well represented, their investments, privacy, objectives, and communications with management is a primary concern at Sykon. Trust in your investment firm is a great asset that speaks for itself.
Relationship to Financial Advisor: Client as of Aug 6, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: This testimonial reflects the client’s personal experience and may not be representative of the experience of other clients. It should not be construed as a guarantee, promise, or indication of future performance, investment results, or client experience. Investing involves risk, including the possible loss of principal. No testimonial should be viewed as a recommendation to engage SYKON or as investment advice.
Avatar for Lawrence
Lawrence

Trustworthy and Professional

✅ Wealthtender Certified Advisor Review™
Aug 4, 2026
You need to trust your professional advisors. Trust their integrity. Trust their competency. Sykon checks both those boxes. In addition, they are responsive and professional. I recommend them without hesitation.
Relationship to Financial Advisor: Client as of Aug 4, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: This testimonial reflects the client’s personal experience and may not be representative of the experience of other clients. It should not be construed as a guarantee, promise, or indication of future performance, investment results, or client experience. Investing involves risk, including the possible loss of principal. No testimonial should be viewed as a recommendation to engage SYKON or as investment advice.
Avatar for Michael C.
Michael C.

A wonderful company

✅ Wealthtender Certified Advisor Review™
Aug 4, 2026
It is a pleasure to do business with Sykon Capital. Everyone on the team has been wonderful, very professional, and I am very comfortable with how my affairs are being handled. They explain what is going on in detail so you are well informed and there are no surprises. I trust them with my affairs 100 percent!
Relationship to Financial Advisor: Client as of Aug 4, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: This testimonial reflects the client’s personal experience and may not be representative of the experience of other clients. It should not be construed as a guarantee, promise, or indication of future performance, investment results, or client experience. Investing involves risk, including the possible loss of principal. No testimonial should be viewed as a recommendation to engage SYKON or as investment advice.
Avatar for Elizabeth
Elizabeth

SYKON Capital

✅ Wealthtender Certified Advisor Review™
Aug 4, 2026
The people at Skyon are always there to help. Whether it is a specific investment question, tax information, etc. the response time is super quick and the detailed replies are very helpful. I would highly recommend the team at Sykon.
Relationship to Financial Advisor: Client as of Aug 4, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: This testimonial reflects the client’s personal experience and may not be representative of the experience of other clients. It should not be construed as a guarantee, promise, or indication of future performance, investment results, or client experience. Investing involves risk, including the possible loss of principal. No testimonial should be viewed as a recommendation to engage SYKON or as investment advice.
Avatar for Joe C
Joe C

Trust, Patience and Performance are key factors for us with the Sykon team

✅ Wealthtender Certified Advisor Review™
Aug 3, 2026
The uniqueness and authenticity of the Sykon team enable them to perform as standouts vs. their peers. The team of Todd, Joe and Julie, under Steve's leadership, have provided us with a true and trustful partnership. They have patiently guided us through a transition to their financial investment models and methodologies, and we have confidence in their offering. They are individually (and collectively) deeply knowledgeable, and they also offer connections to other support options/services which is very beneficial.
Relationship to Financial Advisor: Client as of Aug 3, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: This testimonial reflects the client’s personal experience and may not be representative of the experience of other clients. It should not be construed as a guarantee, promise, or indication of future performance, investment results, or client experience. Investing involves risk, including the possible loss of principal. No testimonial should be viewed as a recommendation to engage SYKON or as investment advice.
Avatar for Nancy
Nancy

Highly Recommend SYKON Capital!

✅ Wealthtender Certified Advisor Review™
Aug 3, 2026
I've had an excellent experience with SYKON Capital! Their team is knowledgeable, extremely responsive, and takes the time to explain everything in a way that's easy for me to understand. They focus on creating a strategy that aligns with my goals and they helped me stay focused on those goals too. I really appreciate how accessible they are whenever I have questions or need help. I feel confident knowing my investments are in good hand! I highly recommend them to anyone on the hunt for a trustworthy financial advisor.
Relationship to Financial Advisor: Client as of Aug 3, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: This testimonial was provided by a current client of SYKON. The client was not compensated, directly or indirectly, for providing this testimonial. This testimonial reflects the client’s personal experience and may not be representative of the experience of other clients. It should not be construed as a guarantee, promise, or indication of future performance, investment results, or client experience. Investing involves risk, including the possible loss of principal. No testimonial should be viewed as a recommendation to engage SYKON or as investment advice.
Avatar for Amy
Amy

Great people and great experience

✅ Wealthtender Certified Advisor Review™
Aug 2, 2026
The Sykon Team (Steve, Joe, Todd, Julie) are not only great people but also great stewards of wealth. No cookie cutter approach here - always analyzing, always evaluating, always being proactive.
Relationship to Financial Advisor: Client as of Aug 2, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: This testimonial was provided by a current client of SYKON. The client was not compensated, directly or indirectly, for providing this testimonial. This testimonial reflects the client’s personal experience and may not be representative of the experience of other clients. It should not be construed as a guarantee, promise, or indication of future performance, investment results, or client experience. Investing involves risk, including the possible loss of principal. No testimonial should be viewed as a recommendation to engage SYKON or as investment advice.
Avatar for Jeff R
Jeff R

Great Service

✅ Wealthtender Certified Advisor Review™
Aug 2, 2026
I have worked with the folks of Sykon Capital for years. Of course they are professional, but more importantly, they are attentive and responsive. They answer their own phones and if not immediately available, return calls promptly. They are proactive and always concerned for me and my family. You can find many other financial advisors. The question is, can you find better than Sykon.
Relationship to Financial Advisor: Client as of Aug 2, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: This testimonial was provided by a current client of SYKON. The client was not compensated, directly or indirectly, for providing this testimonial. This testimonial reflects the client’s personal experience and may not be representative of the experience of other clients. It should not be construed as a guarantee, promise, or indication of future performance, investment results, or client experience. Investing involves risk, including the possible loss of principal. No testimonial should be viewed as a recommendation to engage SYKON or as investment advice.
Avatar for Ron P
Ron P

Todd And Sykon Look After Me, Not Just My Money

✅ Wealthtender Certified Advisor Review™
Jun 1, 2026
Todd Stankiewicz has been my financial advisor for six years. He immediately struck me as, not only super duper smart, but just as importantly, an accessible, genuine person. No pushy company sales pitches. We could talk easily about topics beyond money, relating as just folks. He took a great interest in me as an individual with a life. I had no hesitation putting my trust (and investments) with Todd and his team when they moved to Sykon Capital. The Sykon team members I have most contact with, Julie and Emily, are just as dependable and delightfully "real people". Julie is always a phone call away, no hassle, no hanging on hold forever! We send pics of our fur-babies, laugh and have heartfelt chats as she gets my requests done ASAP. I don't have to worry or think too much about what's happening with my money with Sykon Capital because i know they're looking after of me, not just my money.
Relationship to Financial Advisor: Client as of Jun 1, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Stephanie
Stephanie

Excellent service and Market Insight

✅ Wealthtender Certified Advisor Review™
May 14, 2026
Todd offers excellent insight to market conditions, historical trends and economic indicators in order to make informed investing decisions
Relationship to Financial Advisor: Client as of May 14, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Scott W.
Scott W.

I highly recommend

✅ Wealthtender Certified Advisor Review™
May 14, 2026
’ve had the pleasure of working with Todd, and I can confidently say they are an exceptional financial advisor. They take the time to understand your goals, explain complex financial concepts in a clear and straightforward way, and provide thoughtful strategies tailored to your needs. What I appreciate most is his professionalism, responsiveness, and genuine commitment to helping clients make informed decisions with confidence. I always feel that my best interests are their top priority. If you are looking for a knowledgeable and trustworthy financial advisor who offers both expertise and personalized service, I highly recommend Todd and his team
Relationship to Financial Advisor: Client as of May 14, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for B.S.
B.S.

Top Tier Advisor

✅ Wealthtender Certified Advisor Review™
May 5, 2026
Todd brings a level of professionalism and market knowledge that, when combined with his hands on approach and attentiveness to your short & long term goals, ranks him among the top advisors in the business and the best I’ve had the pleasure of working with over the years.
Relationship to Financial Advisor: Client as of May 5, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Mike D
Mike D

Sykon Capital

✅ Wealthtender Certified Advisor Review™
Apr 15, 2026
Excellent experience working with Steve, Todd, Joe and Julie. The communication is outstanding, always responsive, and I trust them completely. What really sets them apart is their willingness to listen and give advice even when they don't have to — it shows genuine a true commitment to their clients. Highly recommended.
Relationship to Financial Advisor: Client as of Apr 15, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Chris
Chris

Professional and sound investment advice

✅ Wealthtender Certified Advisor Review™
Mar 16, 2026
We have been clients of Todd's for many years. His professionalism and hands on approach has guided our finances through our careers to our transition into retirement. His sound investment advice has helped us achieve our long term financial goals into retirement. Todd and his team are always responsive when we reach out with questions. We truly value his expertise and the service he provides us.
Relationship to Financial Advisor: Client as of Mar 16, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Melissa Francis T.
Melissa Francis T.

Of Course you need Sykon Capital

✅ Wealthtender Certified Advisor Review™
Oct 23, 2025
Working with Todd has been great as I feel he has a vested interest in my business and life. Todd and the firm communicates with me regularly which is a plus. With my busy life, Todd and team allow me to understand trends, valuable landing spots, and a better overall understanding of my financial path and goals. Throughout the years I’ve learned that Sykon has my best interest at hand. They are a true- Trusted Advisor for me.
Relationship to Financial Advisor: Client as of Oct 23, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Kelly S
Kelly S
FAQs View Disclosures

FAQs

What makes your approach to financial advice different?
Most financial advice focuses on products, portfolios, or a checklist. I focus on decisions. The clients I work with are often not lacking information. They are navigating tradeoffs, uncertainty, and the pressure of getting important decisions right. My role is to bring structure to that process by combining financial planning, investment strategy, and behavioral insight. That means helping clients think through risk, timing, and long-term consequences, not just recommending a portfolio. The goal is to help clients make more informed decisions with greater clarity.
What type of client tends to get the most value from working with you?
The clients who tend to get the most value are those navigating complex financial decisions. This often includes individuals and families dealing with equity compensation, concentrated positions, business ownership, or tax-sensitive situations. They are typically thoughtful and engaged, but want more structure around how to evaluate tradeoffs and make decisions with long-term implications. They are less focused on chasing returns and more focused on making well-informed decisions around risk, timing, and long-term outcomes.
How do you think about risk when working with clients?
I do not view risk as just market volatility. For many clients, the more meaningful risks are tied to decisions, when to act, how different parts of their financial life interact, and how behavioral responses to markets can impact outcomes. My role is to help identify where risk actually exists, whether that is concentration, tax exposure, timing, or behavioral factors. From there, we structure decisions in a way that is intentional and aligned with long-term goals.
How do you help clients make better financial decisions?
A key part of my work is helping clients slow down decisions that feel urgent. Markets and headlines can create pressure to act, but long-term outcomes are often shaped by a smaller number of important decisions made over time. I help clients evaluate tradeoffs, consider second-order effects, and avoid decisions driven by short-term emotion or incomplete information. The goal is not to eliminate uncertainty, but to navigate it more effectively.
What does it look like to work with you?
The process typically starts with a conversation focused on your situation, goals, and where decisions feel unclear. From there, we build structure around those decisions by connecting financial planning, investment strategy, and tax considerations into a coordinated approach. Ongoing work focuses on maintaining alignment, adapting to changes, and making informed decisions as your situation evolves.
How do you structure fees for clients?
I do not use a single pricing model for every client. Fees are structured based on the complexity of the situation and how we are working together. This may include ongoing investment management, flat-fee planning engagements, or a combination of both. All fees are clearly disclosed in advance. As part of a fee-only fiduciary model, I do not receive commissions or compensation from financial products. We do not have any account minimums.
Can I work with you for financial planning only?
Yes. Some clients engage for financial planning-only services without ongoing investment management. This allows for flexibility depending on your needs and whether you are looking for advice, implementation, or both.
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