Best Financial Advisors in Honolulu, HI

Our minimum investment for new clients is $250,000, however, we will waive this in certain circumstances for existing client's family or friends as well as other trusted advisors we have relationships with.

While low cost providers are great because of their low fees, they might not provide everything you need such as local servicing or someone to explain to you face to face how your investments are doing. They may not be there when you need them most, in getting coaching during market downturns and reminding you of your long term goals and overall plan.

No, our primary aim during our first meeting is to understand you and your priorities. During this session, we outline our approach and discuss our fee structure. Together, we'll determine if we're a good fit for one another.

Collaborating with a team brings a wealth of advantages. With a team, you benefit from a diverse range of expertise and perspectives, ensuring comprehensive financial planning tailored to your unique needs. Additionally, a team offers greater availability and support, with multiple professionals available to assist you, enhancing responsiveness and coverage.

We suggest meeting at least once annually. Even if you perceive no changes in your circumstances, there could be updates in tax laws or regulations that impact you, or we may uncover strategies to benefit you. For clients with more complex financial plans, meeting two to four times a year may be advisable to swiftly incorporate any necessary adjustments.