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.
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.
Our Compass financial advisement service includes a written plan with recommendations for cash-flow planning, savings, debt management, and investments.
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No account minimums so anyone can start now.
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.*
*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.