Welcome, and thanks for stopping by.
I started Inclinevest to help people approaching and living in retirement get real clarity around their finances and the decisions that matter most.
I’ve intentionally kept the firm small. I’m not trying to build the biggest practice possible. I’d rather work with fewer people, know them well, and have the time to give each relationship the attention it deserves.
To keep that level of attention, I've capped Inclinevest at around 80 households, well under the industry average of 150 or more per advisor. I have no plans to grow past that, add layers of staff, or sell the firm down the road. You'll always work directly with me, not a team member you've never met. I'm building relationships here, not a bigger number on an AUM report.
As you look through the rest of the site, I hope that comes through. Straight talk, quick responses, and genuine care are what I try to bring to this work every day. Think of me as your financial second opinion, someone whose job is to lay out your options clearly, tell you what I'd actually do, and be upfront about the trade-offs along the way.
Not everyone is going to be the right fit here, and that's fine. I'm still happy to be a resource, answer a question, or just be someone to think out loud with as you figure out your path.
