Concierge Financial Advisor LLC is a family-run investment advisory firm serving families, high net-worth individuals, and small-to-medium-sized businesses. As a client, we will work one-on-one with you to create a financial plan with risk management controls, allowing you to confidently take advantage of investment opportunities to support your lifestyle, business, and retirement needs.
Every one of our clients can expect the highest level of personalized service. We engage with clients quarterly to communicate new opportunities, changes in financial conditions, review client portfolio performance and discuss market risk.
We are not your typical investment advisory firm. We actively manage your money in a way that is aligned with your objectives and goals, making adjustments when necessary to protect capital and take advantage of opportunities that arise from market volatility. We are uniquely qualified to use fundamental and technical analysis to identify value in U.S. and international equity, fixed income, options, and tax-advantaged securities. Let us build you a diversified portfolio with the right mix of growth, income, cash flow, and inflation protection to meet your goals. We will actively monitor and rebalance your portfolio according to your risk tolerances. We even have the ability and expertise to execute option strategies for qualified clients seeking incremental revenue and additional market downside protection.*
At Concierge Financial Advisor LLC, we invest your money using the very same analytical tools and portfolio selection process that we use to invest and grow our assets. We take our responsibilities as a fiduciary very seriously and will always put our clients' interests first.
*A client’s prior written consent and approval is required for options trading.