We help you become more financially savvy.
Magister is a boutique financial consulting firm for individuals who desire greater understanding about their finances in order to make better decisions. Through a highly personalized, education-oriented approach, we help our clients comprehend and master the behavioral and psychological issues affecting their financial decision-making. What sets us apart from other firms is our belief in empowering our clients to become better stewards of their own wealth. Like a good teacher or coach, we patiently explain and demystify our recommendations and solutions in order to increase our clients’ financial IQ.
Welcome to Financial Mentorship.SM
Our trademark is making complex financial concepts easy to understand while developing solutions that root out inefficiencies and improve outcomes for clients.
We adapt to your style and sophistication level.
While we work with accountants, attorneys and investment professionals who speak the language of finance every day, many of our clients have never laid eyes on a financial plan or a balance sheet in their lives. The fact is, no single approach applies to everyone. Your financial savvy, dreams, goals and concerns are unique to you. We therefore tailor our delivery to each client—we can keep it at a high level, or dive as deep into the details as you want. This is highly personal, after all, and our discussion has to make perfect sense to you. We don’t believe there’s any other way to have a meaningful discussion about your finances.
We are conscientious about our fees.
Magister is a “fee-only” firm. This means we derive compensation only from what we bill our clients. We never accept sales fees or commissions from any product, service or financial asset we purchase or recommend for our clients. In addition, some (or all) of our planning fees are covered by asset management fees to help further defray your costs. When your financial life is affected, we want to be a resource for you and not an additional expense.
The Magister Belief System