Byron Financial

We are experienced in the industry, which leads to innovative and creative wealth management We are the ones our clients call first when thinking about a new home, a large purchase, gifting money, or have a question about tax or estate planning needs. We are there for the highs and lows -sharing in the joy of our clients children getting into their... dream college, getting married or having a baby while also being there to assist with finding care for an aging parent or through the tragedy of losing a parent or spouse. We are here to navigate through the process of selling the business they started from the ground up and are ready to reap the rewards of years of hard work. Our entire staff, not just one advisor, work together to address the many diverse aspects of each clients financial picture by providing planning in the areas of tax strategies, estate preservation, wealth transfer and asset management. We also collaborate with clients other advisors CPAs, attorneys, brokers, bankers to ensure a comprehensive level of planning. With more than 30 years in the financial industry, Byron Financial employs experienced team members who hold designations such as CFP, CPA, and Personal Financial Specialist, and all of whom have tenure in this industry. first generation wealth. More than 81% of our client base has experienced a liquidity event, mostly the sale of a business, real estate or shares in a company. We have assisted several of these clients in advance and through the liquidation process, providing tax efficient strategies and valuable insight along the way. in the U.S. Charles Schwab & Co. and TD Ameritrade. Our firm does not custody money and invests in fully transparent, publicly traded mutual funds. We do not take discretion over our clients accounts, meaning all trades are approved by the client. This gives our clients assurance that their assets are safe. We pride ourselves on a disciplined and customized rebalancing strategy. This strategy is based on a systematic approach to rebalancing in ...Read More