Plain English, always.
Every report, every meeting, every email is written so you can explain it back. If you can't, we wrote it wrong. The biggest fear our clients had with previous advisors was opacity — so we built the firm around clarity.
Fee-Only Fiduciary Wealth Management
Wealth, finally explained.
Premier is the fiduciary wealth management firm that explains your money like you’re smart — so you understand exactly what it’s doing, why, and what’s next. Same advisor. Same firm. For decades.
35yrs
Of fiduciary adviceFounded 1991
$820M
In client assetsas of January 2026
98%
Client retention ratetrailing 5 years
20yrs
Average advisor tenureno client reassignments
Why people switch to Premier
If you're considering a new wealth manager, it's probably because…
- Your statements arrive and you don't actually read them anymore.
- Your advisor pitches products instead of asking better questions.
- Your team changes every two years, and you have to start over.
- Your recommendations come without the "why" attached.
We're built for the moment you stop tolerating it.
What makes Premier different
Three things we believe — and live by — that most firms don't.
Behavior beats performance.
We're worth our fee because we keep clients invested through the worst years — not because we beat the index in the best ones. The biggest wealth destroyer isn't fund selection. It's panic in March 2020, or never understanding the plan in the first place.
The same people. For decades.
35-year firm. 20-year average advisor tenure. 98% client retention. No reassignments to juniors, no firm flips, no "your advisor left, here's your new one." The advisor who starts with you finishes with you.
How we work
The Premier Method.
Four steps. Same for every client. Every time.
1
Listen
A full discovery conversation. No pitch. No deliverables. We earn the engagement first.
2
Plan
Your written plan, in plain English. Every recommendation has a 'why' you can explain at the dinner table.
3
Coordinate
Investment, tax, estate, business — one team, one strategy. No silos between specialists who don't talk to each other.
4
Communicate
Quarterly proactive reviews. You're never surprised by what's in your portfolio — or what isn't.
What we do
Comprehensive wealth management — coordinated, not assembled.
Most firms hand you a checklist. We hand you a coordinated plan where investment, tax, estate, and business decisions move together — because in real wealth, they always do.
Private Wealth Management
Personalized portfolios + planning for individuals and families with significant assets. One advisor, one plan, every part connected.
Learn moreTax Strategy
Multi-year tax planning that actually moves the needle — coordinated with your CPA, not in spite of them.
Learn moreEstate & Wealth Transfer
The plan that determines what your wealth actually does for the people and causes you care about. Built with your attorney, explained without legalese.
Learn moreCorporate Asset Management
Treasury and operating-reserve strategies for closely-held businesses and nonprofits. Independent, conflict-free, fee-only.
Learn moreRetirement Plan Administration
401(k), 403(b), and defined-benefit plan oversight that meets your fiduciary obligations — and your employees' real needs.
Learn moreInstitutional Asset Management
Endowment, foundation, and institutional investment management built around your spending policy and mission — not against a generic benchmark.
Learn moreWho we work with
The people Premier was built for.
If a recent change — sale of a business, an inheritance, retirement on the horizon — has you re-evaluating who manages your wealth, you're exactly who we built this firm for.
Primary focus
High-net-worth individuals & families
Established wealth, focused on legacy and multi-generational planning. You don't need more salespeople — you need a firm that coordinates investment, tax, and estate decisions with the same advisor for decades.
Pre-retiree
Couples 5–15 years from retirement
Peak earning years, the most consequential planning decisions still ahead. We build the transition plan you'll live with for 30 years — and explain every part of it.
In retirement
Established retirees optimizing what's there
The question shifts from accumulation to coordination — withdrawal strategy, tax efficiency, healthcare, legacy. We help you make decisions that hold up against the next 25 years of markets.
Business owner
Owners approaching transition or exit
Your personal and business finances are inseparable, but most advisors treat them like they aren't. We coordinate both — pre-sale planning, deal structure, post-exit wealth deployment — under one fiduciary roof.
The best plan is the one you can explain at the dinner table.
— The Premier Approach
Why clients choose Premier over the big four
What you actually get that Fidelity, Vanguard, Schwab, and Merrill don't offer.
A human who knows you by name.
Not a call center. Not a chatbot. Not a junior reassigned every 18 months. The same advisor — for as long as you're a client. 20-year average tenure on our team.
No products to sell.
Fee-only, no commissions, no proprietary funds, no soft-dollar revenue sharing. The only thing Premier sells is its judgment — which means the advice can be honest about what NOT to do.
A plan you actually understand.
Every recommendation comes with the why, in plain English. If you can't explain your strategy back to a friend at dinner, we re-explained it wrong. That's not a tagline. It's an internal standard.
Representative engagements
What the work looks like in practice.
Composite illustrations of the kind of planning we do — real situations, anonymized.
Pre-sale coordination
Founder planning a $14M business exit
Situation
18-month runway to close. Existing CPA and attorney in place. Personal and business finances had never been coordinated under one roof.
Our work
Built the pre-sale tax strategy, post-exit investment policy, and updated estate documents — coordinated with the existing CPA and attorney rather than around them.
Outcome
Plan delivered 6 months before close. The family understood every decision and signed off without revisions.
Inherited-wealth continuity
Surviving spouse simplifying a $7M inheritance
Situation
Nine accounts across four custodians. The previous advisor had layered in complexity she didn't understand and didn't want.
Our work
Consolidated to a coherent income strategy. Rewrote the trust to remove unnecessary structures. Built an annual portfolio review she can read in 5 minutes.
Outcome
The annual review now fits on two pages. She explains her strategy back to her children unprompted.
Multi-generational hand-off
Three generations, one firm, since 1998
Situation
The original client approaching retirement. Heirs in their 40s, ready to take ownership of the relationship but had never been included.
Our work
Trained the next-generation heirs alongside the original advisor over three years. No abrupt transitions. No relationship gap.
Outcome
A 20-year client relationship preserved across two generational shifts. The family stayed; the strategy stayed; only the names changed.
Important Disclosure
These engagements are composite illustrations based on representative client situations and do not depict any specific client or actual outcome. They are presented for educational purposes only. Past planning approaches do not guarantee future results. All advisory services are subject to a written engagement and applicable disclosures. See our Form ADV for additional information.
Becoming a client
A 30-minute conversation, no pitch.
If you're re-evaluating who manages your wealth — or just want a second opinion — start with a no-cost conversation. Pick the path that fits how you'd rather connect.
Most chosen
Schedule a conversation
30 minutes. By phone or video. No prep needed.
Lower commitment
Request the wealth guide
A 24-page PDF on what "fiduciary" actually means — and how to evaluate one.
Direct line
Call us directly
707.443.2741 · 8 AM – 5 PM PT. A human answers, not a menu.
No pitch. No pressure. If we're not the right fit, we'll tell you who is.