Acorn Consulting Service

Welcome to our family-oriented business, where we have been dedicated to helping families achieve their financial goals and manage their wealth for over 25 years. As a family-run firm, we understand the importance of building strong, long-lasting relationships with our clients, and we strive to keep your core values in focus as we work together to strengthen the bonds between your loved ones.

Who We Serve

We are passionate about empowering families to make smart financial decisions that benefit their future. While we have helped a variety of individuals over the years, we are best suited to work with multi-generational families, family-oriented business owners, and retiring couples.

*Multi-Generational Families:* From answering your questions to helping you create your financial plan, we can help you, your family, and proceeding generations accumulate, manage and protect your hard-earned assets. We'll help you balance your needs and goals while making sure your wealth benefits the people and organizations that matter most to you.

*Family-Oriented Business Owners:* As a business owner, it's important for you to have a clear understanding of your personal financial goals and how your business can help you achieve them. We can help answer questions such as: Is there a better way to reduce my tax liability? Do we have the best team of advisors in place? How do we get the most value out of our employee benefits? What's the best way to grow and protect our non-business investments? What's the best way to help the kids/grandkids get a head start? How will I know when it's time to step away? How can we make sure that our heirs receive fair value for our business?

*Retiring Couples:* Maybe you and your spouse have been thinking about retirement lately and have more questions than answers. Our expertise and resources will help guide you through your most difficult decisions so you are both able to build a clear vision for your retirement.

What We Offer

At the heart of our firm is a passion for helping families make smart financial decisions that benefit their future. As a fiduciary, we believe every decision you make can either negatively or positively impact another. Comprehensive planning looks at your financial question as one part of your total financial picture to ensure that your overall plan aligns with your ideal vision for your life.

Our wealth management services are built on the holistic philosophy that your wealth should be aligned to enable your life - not the other way around. As an independent wealth management firm, we'll work with you to discover how you can use your wealth to achieve greater fulfillment, security and integrity - both today and in the future. We'll take the time to examine not only your financial goals, but also your dreams and desires. Then, we'll create a wealth management plan that integrates your financial resources with your life objectives. The result is not a single, rigid solution, but rather a vital, ongoing process that places your wealth at the service of your life. We call this financial wellness.

Choose from Three Platforms Designed according to your unique needs:

*Goal-Based Investment Management:* Our holistic approach to investment advice. This platform is designed for clients who are looking for goal-based planning services, ongoing financial advice, asset allocation services, access to top investment firms, industry-leading independent manager oversight and research.

*Comprehensive Planning Services:* Customized Financial Plan for multiple goals and more complex circumstances. This platform is designed for clients who require customized discovery, analysis and document review, comprehensive plan preparation, coordinated plan implementation, and interactive planning portal.

*Wealth Management Services:* You and your family will receive all of the services listed under the preceeding service platforms, plus, we will: Coordinate your life and legacy objectives, assist with generational wealth transfer, collaborate with your team of specialists to ensure the integrity of your plan, maintain an advocacy role, and assist representatives in their roles as trustee and executors.