Welcome to the Astute Subscriber!

Astute Subscriber is a monthly subscription service built upon our experience of over 45 years of serving clients with independent financial planning and investment management.

The concept of a subscription service is not new, but often there are high barriers to entry. This can make it difficult for younger investors to work with an independent financial planner. We feel strongly that the subscription model is a great fit for many millennials and so we’ve eliminated those barriers!

The Astute Subscriber offers…

  • professional investment management
  • automatic investment plans
  • sophisticated financial planning tools
  • individual financial consulting
  • a secure client portal and vault for important documents
  • a financial community for questions and support
  • no initial minimum investment required to get started
  • no cancellation fees
  • flat monthly subscription fee – no surprises!

Are you…

  • Wanting to learn more about personal finance
  • Ready to set some financial goals
  • Ready to start saving & investing
  • Age 21 or older

Three Easy Steps

  1. Click on the subscribe button.
  2. We will contact you and guide you through a simple account setup process.
  3. Follow the instructions in the emails you will receive to create your plan!

Join the Astute Subscriber community today to start your financial journey!

*Astute Subscriber subscription services are only appropriate for individuals with less than $150,000 to invest. If you are interested in professional investment management for larger accounts, please contact us.

Investment strategy education
Financial planning tools
Automatic account deposits & professional investing
Quarterly progress reports
Personalized financial topic resources
Individual consulting check-ins
ESG investment options
Astute Subscriber
$ 50
Monthly
+ one-time $50 setup fee
Investment strategy education
Financial planning tools
Automatic account deposits & professional investing
Quarterly progress reports
Personalized financial topic resources
Individual consulting check-ins

ESG investment options

Subscribe
  • Do you have questions about becoming an Astute Subscriber? Contact us here and we will respond.

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