It is my MISSION to implement your VISION
Tyler D. Caveness
Founder & Principal Advisor
- B.A. in Economics from Harvard University
- Licensed Investment Advisor
- Board of Trustees – North Cross School
- Board of Directors – Member One Federal Credit Union
- Past President – North Cross School Alumni Board
As a self-employed advisor and entrepreneur, I walk the same entrepreneurial path you tread each day. I grasp the blend of passion, persistence, and pragmatism that drives your decisions, because it drives mine too. This shared journey offers me unique insight into the challenges and aspirations of fellow self-employed individuals and corporate executives.
When we discuss your financial goals and hurdles, I don’t just offer advice from a textbook perspective; I offer it from a place of genuine understanding and shared experience.
Trust that when you talk, I’m not just listening – I’m truly comprehending the nuances and requirements of your journey.
I understand the angst that can arise when you are trying to plan for investment opportunities, business expansion or acquisition, estate and insurance needs for your family, dealing with business partners, trying to minimize your income tax burden, trying to secure financing for a strategic goal, etc., all while dealing with the day-to-day demands of your valuable time.
My priority is to be your most valuable resource, helping you to cut through the noise and make clear, informed financial decisions that align with your goals.
You are the visionary for your plan, and my mission is to help you hone and implement that vision.
Thank you for the opportunity,
Frequently Asked Questions
What sets your practice apart from others?
Firstly, we don't try to be all things to all people. We specialize in serving the needs of the self-employed, having first-hand experience of that journey, and the challenges and opportunities that are inherent with owning a business. There are many facets to the complete financial picture of a self-employed individual, and we exist to simplify your life by providing a dedicated team that can address those many facets, simplify your personal financial management, and provide you with the tools, relationships, and knowledge to make you even more successful long term.
What are your requirements for new clients?
New clients to the practice are typically self-employed with a minimum household income of ~$200,000 per year OR have >$500,000 of investable assets.
What are your fees?
Our practice is fee-based and charges 0.80% - 1.25% of assets under management, subject to the amount managed. We also offer project-based fixed or hourly fees.
Where my funds managed?
Client funds are custodied by Charles Schwab.
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