$320MM AUM | $2.3MM Rev in
Our firm, Tempus Wealth Planning, is managed by 3 partners with a cumulative 70 years in the business. We are a fee-only fiduciary practice, with a collaborative financial planning culture.
Tempus Wealth Planning manages all the details of our clients' investments and finances, providing services that encompass retirement planning, tax minimization, estate planning, insurance analysis, education planning, and debt reduction. We personalize their investment allocations according to their needs and goals, and manage their portfolio over time, making sure it stays in line with their life.
Our clients tell us that they appreciate our sophisticated capabilities, easy accessibility, and comfortable family office feel.
We have experience integrating outside practices into our own and also have added advisors to our platform in the past.