833-AESOP-GO (833-237-6746) | Click to schedule virtual meeting.
Aesop 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 in an account opened through our firm's account custodian. We offer accounts including Roth IRAs and rollovers. Our Compass cash-flow planning assistance is available as part of our Navigator service, or as a stand-alone service to help boost your balance sheet before investing.
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.
Services
Navigator
With our Navigator service, we manage investments for you by selecting and purchasing investments tailored to match your values and personal profile. We offer Roth IRAs and rollovers so you can take advantage of a broad selection of investments. We take a long-term approach and use low-cost funds to achieve broad-based diversification. Our Compass cash flow planning assistance is included with our Navigator investment management service.
Compass
Our Compass service provides assistance with cash-flow planning, savings, and debt management. We provide a written plan to help you meet your goals.
Click here to learn more about our Navigator and Compass services.
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Comprehensive Guidance
Aesop builds personalized investment portfolios to reflect your individual values and goals. We review information about your profile you would like to share so we can make recommendations about how much to invest, as well as overall cash-flow planning.
Education & Information
In addition to personalized investment services and financial advice, we provide information to help you understand your investments and master your money. Navigator and Compass services include all Aesop newsletters. Click to learn more about our newsletters "Markets Demystified", "Money Microscope", and "Market Mood".
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.*
1-833-AESOP-GO (1-833-237-6746)
jonathon@aesopadvisor.com
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*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.