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Most traditional financial advisors focus on portfolios and products. Essential focuses on financial strategy for business owners, integrating investment management, tax planning, and liquidity decisions into one system. The goal is to model outcomes before decisions are made, especially around major events like selling a business.

Essential works with founders, entrepreneurs, and business owners navigating increasing financial complexity, typically with $3M+ in investable assets or approaching a $10M+ liquidity event. The right clients value disciplined thinking, long-term planning, and a hands-on approach to wealth management. If you’re looking for a strategic partner to guide high-stakes financial decisions, it’s likely a fit.

We build portfolios the way institutional investors do—diversified across economic environments, using active and passive strategies where each makes sense, and with access to specialized opportunities most business owners can’t reach on their own. Capital is deployed systematically and opportunistically, not based on how the market felt last week; we rebalance thoughtfully and make tactical adjustments only when they actually matter. Tax strategy is built into every investment decision rather than added on afterward. Learn more about our approach.

Essential provides integrated financial strategy for business owners, centered around investment management, tax strategy, trust and estate planning, and major financial decisions like selling a business. The focus is on modeling outcomes in advance, coordinating across advisors, and managing capital with an emphasis on after-tax returns and risk. Rather than offering isolated services, everything is built as a connected system designed to support long-term wealth decisions.

We specialize in working with everyday business owners in industries being acquired by private equity—including pest control, lawn and landscape, HVAC, plumbing, and more. These industries often face unique considerations around valuation, private equity, and exit timing. Our experience allows us to deliver industry-specific financial strategy rather than generic advice. Learn more about our expertise.