As our clients’ trusted advisor on their financial matters, we proudly offer guidance on a range of complex and sophisticated financial planning services. Lobbyists, attorneys & DC Insiders and accomplished professionals without children have unique needs that cannot be adequately addressed by a financial advisor with only a basic financial planning background.
Addressing these needs requires an advisor with requisite training achieved through earning and maintaining advanced professional certifications. As a CERTIFIED FINANCIAL PLANNER™ practitioner and CERTIFIED PRIVATE WEALTH ADVISOR® professional, Eli meticulously analyzes and guide our clients on every aspect of their financial lives.
By understanding the overall and complete picture of our clients’ financial situation, we can provide them with the highest quality personalized service.
We work together with our clients to build and implement effective financial plans that consider and coordinate every aspect of their financial lives.
Our investment management services focus on our clients’ goals as we help them build and optimize their investment portfolios.
When people think about estate planning, they may not realize that it is about so much more than deciding who to leave their money to after they’re gone.
Our risk management services focus on evaluating our clients’ financial situation with respect to the effectiveness of their insurance.
Most financial advisors do not provide tax advice. While often overlooked, tax planning is one of the most valuable services we offer.
Asset protection involves exploring legal strategies to safeguard our clients’ assets from creditor claims or other legal actions.