Peace of mind that you're a top priority

Managing your family's financial affairs
Planning, Investments, Taxes, Insurance & Estate Planning

Schedule a Consultation

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

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

Learn more

Our Philosophy

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.

Learn more

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

Schedule A Consultation

Your Goals. Our Strategies.

Discover an array of services for all your financial needs.

Retirement

Getting from point A to point B as safe as possible

Investments

Controlled Volatility, University Endowment Model, Downside Protection.

Taxes

Planning and preparation.

Insurance & Estate Planning

Full legacy planning services

Helpful Content

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

Step 1

Introductory Call or Meeting

In Person Meeting
Virtual Meeting

Step 2

Step 2

Assessment of Current Financial Status

Planning Review
Portfolio Review
Tax Analysis
Insurance Review
Estate Review

Step 3

Step 3

Review Proposed Changes
How We Would Manage
Proposed Portfolio & Planning
Implementation

Schedule A Consultation

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.

Schedule A Consultation