Overview

As an individual’s wealth expands, it becomes increasingly difficult to make well-informed, confident financial decisions that recognize affluence and weigh the impact across personal, family, business, and charitable goals. Exemplar’s team assembles a fully integrated, in-house team for each client to develop strategies for the complex economic demands that accompany growing wealth. Serving as your Personal CFO, and most trusted advisor, we help you set and implement clear goals aligned with your needs, values, and objectives. ​

In the complex area of financial services, Exemplar understands the challenge of differentiating between advisors, as many are biased towards certain products or strategies. The commoditization of most financial products and services makes determining an advisor’s true value an increasingly difficult task.

Exemplar’s team of experts start with the presumption that prospective clients are currently working with top advisors and are receiving good advice and service. However, after a comprehensive review of an individual’s financial plans, we frequently discover gaps in their current arrangements. The holistic structure of our services allows us to identify issues that are not transparent and often overlooked by traditional advisors. At Exemplar, we understand that it takes a trusted relationship and exceptional skill to appreciate the true goals of our clients and what is genuinely important in the long term. We ask questions that clients have never been asked by their financial advisors.