When you refer someone, your name is on it. We’ll make sure it reflects well on you.

Many of our favorite client relationships started with an introduction from someone they trust. If you know a friend, family member, or coworker facing a big financial decision, we’d be honored to help them the way we help you.

We’ll reach out gently, with no pressure, and keep everything they share private.

Make an introduction

Who might it help?

Getting close to retirement and unsure when they can stop working
Recently received, or expecting, an inheritance
Going through, or recently through, a divorce
Working with an advisor who is nearing retirement
Managing money on their own and ready to hand it off
Your adult children, just getting started

Three easy ways to introduce someone

Send us their name

Share their contact information below, and we’ll reach out with a short, friendly note. It helps to let them know we’ll be in touch.

Use the form

Email them about us

Send a quick, pre-written introduction from your own email. You can edit it before it goes.

Bring them along

Invite them to join part of your next review meeting, or meet us together over coffee. It’s the easiest way to see how we work.

Just mention it when we schedule your next meeting.

Make an introduction

We’ll reach out within 24 hours with a short, no-pressure note, and we’ll mention that you suggested we connect.

Out of respect for their privacy, we won’t share details of their situation with you, and we won’t share yours with them.

Prefer to call? (651) 472-5577

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A referral is the highest compliment we can receive.

Thank you for trusting Brian and the team with the people who matter to you.