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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 IRAs and Roth IRAs, as well as rollovers. Our Compass service can 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.
Navigator
With our Navigator service, we manage investments for you by selecting, purchasing, and rebalancing investments tailored to match your values and personal profile. We offer Roths, IRAs and rollovers so you can take advantage of a broad selection of investments and one-on-one guidance. We take a long-term approach and use low-cost funds to achieve broad-based diversification.
Compass
Our Compass service is great for those who want to improve their balance sheet before investing. We can help with cash-flow planning, savings, and debt reduction.
Is Aesop right for you?
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Comprehensive Guidance
Aesop builds personalized investment portfolios to reflect your individual values and goals. We review your overall financial situation so we can provide guidance on how much you should invest, as well as 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 clients receive all Aesop newsletters, including "Markets Demystified", "Money Microscope", and "Market Mood". Learn more.
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.