Flat-fee Financial Planning For Musicians, Performing Artists & Creatives
Simple
We keep things simple; no surprise charges, no hidden fees and no AUM charges or minimums.
Clear
Our flat fee model reduces conflicts of interest and aligns our values with those of our clients.
Sensible
We are an independent RIA free from pressure to make certain recommendations not in your interest.
To educate and serve musicians, performing artists and creatives through personalized financial advice and investment management to live their best life today and tomorrow.
Mission
To bring exceptional and affordable financial advice and investment management services to clients typically underserved by financial advisors one household at a time.
Collaboration - foster partnerships with our clients that empowers them to take an active role in shaping their financial futures.
Empathy - listen and understand each client's unique circumstances, goals and values and provide a safe space where they can openly share their financial vulnerabilities.
Inclusion - provide access to comprehensive financial planning and investment services where our clients’ identities and backgrounds are welcome and celebrated.
Transparency - be open and honest about each aspect of our client/advisor relationships.
The Power of Diversification: Lessons from 2025
Diversification simply means not putting all your eggs in one basket. By spreading your investments across different asset classes and markets, you reduce the impact that any single setback can have on your entire financial picture.
Money Moves For Musicians Starting Their First Job
After years of practicing around the clock you landed your dream job or first steady gig. Congratulations! Take a moment to enjoy your success! You may wonder, how do you plan for your financial future?
Numbers to Keep in Mind for 2025
Going into 2025 there are revised tax rates, contribution limits and other numbers to keep in mind as you plan for your financial future. Here is a description of several limits followed by a downloadable PDF at the bottom.
