Financial Planning for Music Executives
Build wealth & minimize taxes
Holistic Life Planning
We look at your entire financial life—cash flow, taxes, investments, benefits, executive compensation, insurance, and estate planning—not just your portfolio.
Flat Fee
You pay a fixed, transparent fee. No percentages. No surprises. The cost stays the same regardless of your income or assets.
Advice-Only
We give you objective financial advice and help you implement it. You stay in control—we never take custody of your money.
Fee-Only
We’re paid only by you—not by commissions or third parties. We do financial planning, not financial selling. No product pitches. No hidden incentives.
Fiduciary
We’re legally and ethically obligated to put your best interests first always. No conflicts, no exceptions.
Concierge
You get direct access, fast response times, and personalized support for whatever life throws your way.