We have a diverse and interesting clientele that includes corporate executives, widowed/divorced women, 401(k) plans, and multi-generational families. We frequently work with clients who are experiencing life transitions, including retirement, the death of a spouse, sale of a business or divorce.

Most clients have $750,000 or more in investable assets. We are sometimes able to accommodate investors with smaller accounts. Please feel free to inquire. If we aren’t the right fit for you we may be able to suggest other options.

Consistent with our service-rich boutique approach, we have a finite number of clients we can work with. We are taking new clients at this time.

Yes. We have many clients out of state. We put a priority on frequent and candid communication, regardless of where our clients reside. We do not find distance to be an obstacle.

We provide a variety of fee structures to meet our clients’ needs.  If we provide ongoing investment management services, our fee is based on a percentage of the assets that we manage. We can also bill our time on an hourly basis to handle specific questions or goals you may have. We often use hourly billing when the account size is less than our normal minimum of $750,000.

We can provide a comprehensive portfolio review that examines the investments you currently own in investment accounts, including 401k and other retirement accounts. We consider elements such as diversification, risk/return levels, costs, and tax efficiencies to evaluate if there are any areas that could be improved. The resulting report acts as a starting point for making changes if you become a client. There is no obligation to move forward, but the review will help us get to know each other and evaluate if it is a good fit.

Founding partner and principal Karen Ehmke holds the Personal Financial Specialist designation, signifying that in addition to being a certified public accountant, she has pursued extensive education and experience in personal financial planning. From a client’s perspective, the credential signifies Karen as a professional who is able to balance CPA skills and knowledge (especially tax-related) with the other elements of financial planning. Further, a PFS undertakes significant continuing professional education and is bound to a stringent code of professional conduct. Of nearly 700,000 CPAs in the U.S., only about 5,000 have attained PFS status.