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1-940-268-4161 | Click to schedule virtual meeting | jonathon@aesopadvisor.com
Aesop Advisor focuses on long-term, diversified investing and cash-flow planning as tools for building wealth.
With our Navigator service, we manage a personalized retirement investment portfolio for you. We offer accounts including Roth IRAs and rollovers. Our Compass financial planning service is available as part of our Navigator service, or as a stand-alone service.
Services
Navigator
With our Navigator service, we manage investments for you by building personalized investment portfolios to reflect your individual values and goals. We offer Roth IRAs and rollovers so you can take advantage of a broad selection of investments. We take a long-term approach and target broad-based diversification. Our Compass financial planning service, included with our Navigator investment management service, provides recommendations about how much to invest, as well as overall cash-flow planning.
Compass
Our Compass financial advisement service includes a written plan with recommendations for cash-flow planning, savings, debt management, and investments.
Click here to learn more about our services.
No Limits
No account minimums so anyone can start now.
Tailored Fit
Personalized portfolios and guidance to match your values and help you reach your goals.
No Hidden Fees
No commission-based fees puts your interests first.*
Is Aesop right for you?
Answer a couple questions to see if our services may be a good fit for you. No submission required.
Investment Options
Learn about investment options based on your financial situation.
Advisor FAQs
Questions to ask us or any investment professional.
Investment Accounts
Learn about what kind of investment account may be best for you.
*Aesop does not receive compensation from commissions or transaction fees. Fees may be charged by brokers or by funds. Aesop Advisor does not receive compensation from these fees.