Akrish Financial Advisory

A partner to help you articulate, prioritize and achieve your financial goals. In addition to managing portfolios based on sound investment principles, we improve long-term financial outcomes by engaging in prudent tax and cash flow planning and by advising on employee benefits such as 401k accounts and stock compensation. When additional specialty expertise is warranted on topics such as insurance and estate planning, we work with a network of experts to provide solutions. We are a fee-only firm and accept no commissions, referral fees or other forms of compensation. We serve a wide variety of clients: young families, mid-career professionals and retirees.