Old Field Advisors Llc

We get it: You're a PERSON, not just a model portfolio! Whether just launching your adult life or decades into it, everyone needs an independent, professional assessment of their financial safety net at times, to help safeguard their journey. We're unique, too. A 2015 survey in Financial Planning magazine found that, even among fee-only advisors, only 13% charged fixed fees and 6.5% charged by the hour! Old Field Advisors is a fee only, fiduciary financial advisor and a member of the Garrett Planning Network, an international network of personal financial planners offering advice on an hourly fee basis or fixed retainer. Whatever level of help you need, our mission is to cut through the financial hype, myths and media noise, to educate you. We've got a couple of practice specialties, too: Managing concentrated holdings.Yup, we're talking about you, pharma and tech company people! Are you dreaming about early retirement.or wondering if the next round of M&A is going to pre-empt the decision for you? If you've been the beneficiary of lots of equity compensation over the years, it's likely you need specialized tax planning and risk management assistance. Email or call us. Working with SRI (sustainable and responsible investors)/ESG focused clients Give up financial returns to achieve conservation or social returns? That is 2010 - as even Institutional Investor magazine admits!(See:/bit.ly/1NodNLu ) YOU multitask. Why shouldn't your money! You don't need to be a high net worth, private equity investor to align your portfolio with your values. Anyone wanna talk green infrastructure vs grey? Water quality credits vs carbon mitigation credits? Email or call us.