LAM.-5.jpg

Feel Confident
in Your Financial Life


We help you simplify the complexity of your financial life
so you can make wise decisions with your money.

SCROLL DOWN

Feel Confident
in Your Financial Life


We help you simplify the complexity of your financial life
so you can make wise decisions with your money.

You want to be confident in your financial future. The problem is, your financial life is complex, which can make you feel overwhelmed and worried. Even though that complexity is the result of good opportunities and past success, you have a lot at stake and want to make wise decisions. You deserve an advisor who can help you understand what it all means in the context of your life so you can make the right decisions. Laminar Wealth is a fiduciary and fee-only advisor who helps you do just that.

How We Can Help


Financial Life Planning + Investment Management

How We Can Help


Financial Life Planning + Investment Management

Financial Life PLANNING

Real financial planning is about more than maximizing monetary wealth. That’s why our approach, which we refer to as financial life planning, starts by understanding who you are and what’s most important to you. We then review and analyze the various aspects of your financial life, seeking elegant solutions to complex problems, so that you can understand your finances and feel confident you’re making wise decisions.

 INVESTMENT MANAGEMENT

Our common sense approach to investing is rooted in academic research and informed by financial history. We believe markets reflect expectations of risk and return, enabling us to harness the market’s power through strategic asset allocation. By diversifying globally across thousands of underlying securities, we’re able to reduce risk. Our incessant focus on minimizing costs and taxes allows your wealth to grow more quickly.

Flat Fee Pricing

We believe advisory fees should be transparent and fair. We charge a single fixed-dollar advisory fee that covers everything we do for you. Fees are determined on a client-by-client basis, but range from $12,000 - $25,000 per year. Our fees tend to be attractive for those with investable assets of at least $1.5 Million. The only compensation we receive comes directly from our clients in the form of advisory fees. We don’t accept any commissions, referral fees, or other kickbacks, which means you never have to question whose best interest we serve.

LAM.-5.jpg

Meet Laminar Wealth


Meet Laminar Wealth


As Leonardo da Vinci observed, “simplicity is the ultimate sophistication.” We agree the best solutions are always elegantly simple, but typically only present themselves after first sorting through all the complexity. Using our analytical backgrounds, CPA roots, and constant pursuit of knowledge, we’ve helped dozens of individuals and families design sophisticated strategies to simplify the complexity of their financial lives—gaining confidence and peace of mind.

Featured In...

Who we work with


We do our best work for those who are philosophically aligned with our firm’s values

Who we work with


We do our best work for those who are philosophically aligned with our firm’s values

We serve a diverse group of individuals and families, but they tend to have a few things in common. You’ll fit right in if you:

  1. Seek simplicity and understanding - You don’t chase unnecessary complexity, get-rich-quick ideas, or “private” investment opportunities. When faced with multiple options, each with a similar outcome, you tend to chose the simpler one (Occam’s Razor).

  2. Live well within your means - You’re a natural saver and careful spender because you recognize the ultimate luxury in life is freedom and autonomy. You buy quality goods and have some unnecessary “indulgences” but can always pay cash and easily afford them.

  3. Want to be engaged, but also delegate - This is your life and your money, so you should care about them even more than we do. While you recognize the importance of your finances, it’s not what you want to spend your days doing. You’re looking for a partner to guide you and act as your advocate, wherever possible delegating the implementation.

The path to
financial confidence


The path to
financial confidence


(1)
Schedule an Intro Call

We’re not the right advisor for everyone, but we might be perfect for you. We’d love to learn more about you, what you’d like to achieve, and answer any initial questions you may have during this informal 30-minute conversation.

(2)
Sit Down for a Meeting

We want to understand who you are, where you are today, and where you want to go. During this 2-hour Discovery Meeting we’ll guide you through a series of exercises to learn about your values and goals, helping you articulate a vision for your life. We’ll also start digging into your finances to understand your resources, obstacles, and opportunities.

(3)
Let Us Chart Your Course

This meeting is where your plan comes into focus. Ahead of the meeting, we’ll have reviewed your finances in depth, and then together we’ll collaborate to develop a roadmap for your financial life. We’ll also propose a fee to work together on an ongoing basis, helping you implement and continually refine your plan, giving you lasting confidence.