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About Us

Our investment philosophy is built on time-tested academic research into the behavior of financial markets and investors — financial science. Client portfolios are carefully designed to build long-term value through efficient allocation and tax-efficient strategies, with diversification based on client risk tolerance. Focused portfolios are  available at client request.  It’s a consistent, objective approach.

Our research has led us to focus on the factors we can control, like fees and taxes. We receive no commissions or referral fees from the investments or professionals we recommend, so our main concern is to objectively and efficiently improve your financial well being. With three decades of experience employing tax-loss harvesting and rebalancing strategies, we are experts at enhancing the bottom line.

After the financial discovery process, your advisory team will craft a personalized investment program that reflects your goals, values and risk tolerance/capacity. Once your plan is in place, we continuously monitor your portfolio and investments to help keep you on track. Feel confident that you have an investment approach based on a solid foundation—and a partner on your financial path toward success.

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A research-driven model

Our investment philosophy is built on time-tested academic research into the behavior of financial markets and investors — financial science. Client portfolios are carefully designed to build long-term value through efficient allocation and tax-efficient strategies, with diversification based on client risk tolerance. Focused portfolios are  available at client request.  It’s a consistent, objective approach.

Keep more of what you earn

Our research has led us to focus on the factors we can control, like fees and taxes. We receive no commissions or referral fees from the investments or professionals we recommend, so our main concern is to objectively and efficiently improve your financial well being. With three decades of experience employing tax-loss harvesting and rebalancing strategies, we are experts at enhancing the bottom line.

Plan, don’t react

After the financial discovery process, your advisory team will craft a personalized investment program that reflects your goals, values and risk tolerance/capacity. Once your plan is in place, we continuously monitor your portfolio and investments to help keep you on track. Feel confident that you have an investment approach based on a solid foundation—and a partner on your financial path toward success.

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Your first meeting generally takes anywhere from 15 minutes to an hour, depending on the complexity of your financial situation. During this time, we will address your goals and objectives, current financial position and personal situation. It is an opportunity for us to get to know you and you to assess whether we are the right fit for you.

During your first appointment, we will establish why you are seeking financial advice, what your goals are and what you expect from us.  This entire meeting can be just a conversation.  However, if you would like to bring specifics for us to discuss/review, then we ask that you bring (or email us) as many documents as you can.

For investment management, copies of account statements are desired.

For financial planning services, some helpful documents include, brokerage statements, 401(k) statements, tax returns, loan and bank statements, copies of wills, insurance details, and/or a budget.

Your initial appointment with Afterburner Financial is provided free of charge. If you decide to proceed, we will send you a New Client Form to provide us with basic details and then we will prepare an Investment Policy Statement for your consideration, input, and approval.  This first meeting can be in person, over the phone, or over videoteleconference (Zoom, Facetime, Skype) depending on client preference.

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Your first meeting generally takes anywhere from 15 minutes to an hour, depending on the complexity of your financial situation. During this time, we will address your goals and objectives, current financial position and personal situation. It is an opportunity for us to get to know you and you to assess whether we are the right fit for you.

During your first appointment, we will establish why you are seeking financial advice, what your goals are and what you expect from us.  This entire meeting can be just a conversation.  However, if you would like to bring specifics for us to discuss/review, then we ask that you bring (or email us) as many documents as you can.

For investment management, copies of account statements are desired.

For financial planning services, some helpful documents include, brokerage statements, 401(k) statements, tax returns, loan and bank statements, copies of wills, insurance details, and/or a budget.

Your initial appointment with Afterburner Financial is provided free of charge. If you decide to proceed, we will send you a New Client Form to provide us with basic details and then we will prepare an Investment Policy Statement for your consideration, input, and approval.  This first meeting can be in person, over the phone, or over videoteleconference (Zoom, Facetime, Skype) depending on client preference.

After your initial appointment, we will send you a New Client Form as well as all compliance documentation that outlines the services we will be providing and our fees. The inputs you provide on the  New Client Form will serve as the baseline for the client agreement which (once signed) establishes our business relationship. You should take the time to read and consider your client agreement before signing and returning it to us. There is no rush to make a decision. We commence work once a signed client agreement is received.  Most paperwork can be accomplished using DocuSign and can be completed in just a few minutes.

Yes, the client can withdraw any or all of the funds at any time.  Afterburner Financial does not invest in any investments that lock up your money.  Small withdrawals are generally available same day, while entire account withdrawals often need three days to settle the final trades and process the paperwork.  As always, early communication with your advisor is key when you anticipate withdrawing funds.

No.  We do not offer accounting or legal services. Our license stops short of being able to do this.  However, we are happy to work with your existing accountant. Similarly, we are not lawyers and cannot provide legal advice. But we will happily work with you to draft documents for your existing lawyer to help save on expensive hourly lawyer fees.

No matter what stage of your financial life your are in, we can help you make the most of what you have!