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Bespoke Portfolio Management, Financial Planning & Coaching
Finances can be confusing and overwhelming. We’re here to help them make sense.
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About Us
The Art of Finance specializes in providing approachable, empathetic, and practical financial advice that’s tailored to your specific goals and needs.
SEE WHAT MAKES US DIFFERENTWho We Serve
We don’t do cookie-cutter, because our clients are anything but. Our services are designed to accommodate a variety of needs. We often work with small business owners, creatives, couples combining finances, tech employees looking to transition, and so much more.
Services & Pricing
TRANSPARENCY IN PRICING
We’re a fee-only fiduciary firm. This means we won’t sell you insurance policies you don’t need, or require you to have a million dollars before we will help you.
Instead, we charge a flat fee in exchange for advice.
We value transparency, so we put our costs right out in the open. Whether you’re looking for quick, focused answers or a longer journey of growth and accountability, we’ve got you covered.
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Wondering what services you actually need? We have always explained it in the context of learning how to drive and maintain a car.
Cash Flow Coaching is driving school. Strategy sessions help design on your road trip. Wealth Management is access to a full service garage.