Who We Help

Are we a good fit for each other? If you see yourself in most of the qualities below, we encourage you to contact us for a complimentary discovery meeting to explore your options.

Fee-Only Wealth Management For:

  • Successful couples nearing retirement & wanting financial independence.  Are we ready?  How do we make the most out of retirement?
  • Women in transition including losing a spouse. inheritance, retirement, career change, and divorce.

Passionate About Goals

You realize that achieving your goals requires both money and planning.

Enjoy Simplicity

You enjoy the simplicity, freedom, and peace of mind that comes from having all of your financial assets under the watchful eye of a single, trusted advisor.

Focus On What’s Important

You delegate financial matters so you can focus your valuable time and energy on the things in your life that are most important to you.

Net Worth Personality Type

We generally work well with family stewards, independents, phobics, and anonymous personality types.  Not sure what type of personality you are?  Find out here.  

Are Successful

You have cash sitting around and are not sure what to do with it. You aren’t sure of the best place to save. You haven’t explored what opportunities you should take advantage of.

Can Handle The Truth

You want to hear the truth from us regarding your financial situation…no matter what.

Have Been Saving or Have the Ability to Grow Your Savings Quickly

Amount of Investable Assets:  Generally, $1 million to $10 million in investments

Second Opinion Service

Our complimentary second opinion offer is available for potential clients that would like to benefit from one of three outcomes: a confirmation that your existing investments and financial plan are on target with your current advisor; the offer to become a wealth management client of ours; or we’ll offer suggestions to improve your current trajectory towards your financial goals. Since we only limit our services to a select few households that we can make a significant impact on, it is important that we only onboard households that have the financial complexity to warrant our comprehensive approach.
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Or call 952-470-5049 or email us at info@aurochsfinancial.com.