OUR SERVICES
Welcome to Inner Circle Platinum Advisors LLC, a boutique financial planning firm that provides custom tailored advice to each of our clients with transparent direct pricing and a focus on your needs. We do things differently than most planners: we do not sell products nor do we gather assets under management. We provide advice.
We specialize in providing comprehensive financial planning advice to professionals with sizeable assets who often face liquidity events, such as the sale of a business. Our highly customized advice is specifically tailored to these select clients to help them navigate these complicated matters.
We cover the full array of financial planning, including insurance needs analysis and policy research, asset allocation, tax optimization (both income and estate), income tax preparation, asset protection strategies, retirement planning, small business planning and real estate modelling and analysis. Though the majority of our clients have a net worth between $3M and $20M, there is no asset nor income minimum to work with us.
In order to ensure that each client receives comprehensive and specialized services we are only accepting a limited number of new clients through referral only with limited exceptions.
Interested in leaning more? Please contact us for more information or to schedule a free consultation to see if our services will meet your needs.