Peace of mind that you're a top priority
Managing your family's financial affairs
Planning, Investments, Taxes, Insurance & Estate Planning
At Four Financial Management, you are the "A" client. We have built our firm around retirees and pre-retirees with portfolios in the $1M - $5M range. Our programs and practices are exclusive to these families.
Does Your Advisor Truly Put You First?
- Are you "Top of Mind" for planning new ideas?
- Are you in competition with other clients with bigger portfolios?
- How long does it take for your advisor to get back to you?
- Do you feel you are not an "A" client?
- Has your account performance suffered due to inaction or neglect?
- Is your advisor spending as much time thinking about you as he is thinking how to get better clients?
- Does your advisor only seem to call when they want to sell something?

Communication
We have built a communication infrastructure so that our clients are "in the know"
- Same day return calls
- 24/7 access to advisor
- Quarterly performance reviews
- Proactive communication

Our Philosophy
We may or may not be a match for you. Our Beliefs:
- Integrated, family-office approach
- United volatility investments
- Downside protection
- Strategies based on university endownment funds.
Customized Solutions
We don't adhere to the "one-size fits all" approach offered by most other advisors.
We craft customized strategies for you and your family including:
- Bespoke Retirement Planning
- Family Tax Planning & Preparation
- Tax-Efficient Portfolio Management
- Integrated Insurance Solutions
- Customized Estate Plans
Your Goals. Our Strategies.
Discover an array of services for all your financial needs.
Getting from point A to point B as safe as possible
Learn moreControlled Volatility, University Endowment Model, Downside Protection.
Learn morePlanning and preparation.
Learn moreFull legacy planning services
Learn more
At your current firm, you may be in competition for your advisor's attention... and you may feel like just a number...
At Four Financial Management, we want you to succeed.
- Experienced Advisors (20-35 years)
- Fiduciaries that put you first
- We manage the finances of hundreds of families across the country
- We specialize in retirees & pre-retirees with portfolios ranging from $1M - $5M
- Integrated Planning, Investments, Taxes, Insurance & Estate Planning
Make The Change

Step 1
Introductory Call or Meeting
- In Person Meeting
- Virtual Meeting

Step 2
Assessment of Current Financial Status
- Planning Review
- Portfolio Review
- Tax Analysis
- Insurance Review
- Estate Review

Step 3
- Review Proposed Changes
- How We Would Manage
- Proposed Portfolio & Planning
- Implementation
Your finances & investments are important...
Don't allow them to be overlooked and treated as second-class citizens.
Choose a firm that puts you at the top of the list.