Sixty-one families. Not sixty-two.
Fee-only fiduciary advice for a deliberately small number of families and business owners. Sixty-one households today, and a waiting list rather than a bigger client roster.
- Fee-only, always
- Fiduciary at all times
- Fee schedule published
- CFP® professionals
See our fees
- Fee-onlyNo commissions, ever
- $740MAssets under advice
- 0.65%Typical all-in fee
- CFP®Every adviser
Fee-only. Fiduciary. Fee schedule published. No products sold, ever.
01 — Services
How we work with families
Planning first. Investment management matters, but it is rarely the thing that changes an outcome.
Financial planning
Cash flow, tax, insurance and estate structure, reviewed annually. The plan is the product; the portfolio implements it.
Investment management
Low-cost, globally diversified and tax-aware. We do not attempt to time markets and we will tell you why.
Business owners & exits
Concentrated position planning, sale structuring and what happens to a family the year after a liquidity event.
The next generation
We meet your adult children at no additional cost. Most families lose their adviser at inheritance; that is a failure of relationship, not returns.
02 — Results
Our previous adviser was our parents’ adviser and never once spoke to us directly. Ostrander met the four of us in the first month and the conversation was completely different.
The Aldridge familyClients since 2019
03 — Process
How a relationship starts
Three conversations before anyone signs anything, and no cost until you decide to proceed.
Introduction
Half an hour, no cost, no preparation needed. Mostly us listening and you deciding whether you like us.
Discovery & analysis
We gather everything and analyse it properly, covering tax returns, statements, insurance and estate documents, over two to three weeks. That pace is only possible because we take on few families.
The plan
Presented in full, in plain English, including what we think you’re doing wrong. You take it away whether or not you engage us.
Ongoing
Quarterly reviews, annual deep planning, and access between times without watching a clock.
04 — Sixty-one families
The same door for sixty years.
The brass has been polished more often than the name has changed. Sixty-one families, and their children, walk through it.
05 — Contact
Wondering whether you’re being well advised?
A second opinion costs nothing and takes about an hour. Half the people who come for one go back to their existing adviser reassured, and that is a fine outcome.
Fee-only. Fiduciary. Fee schedule published. No products sold, ever.