History
Promenade Advisors LLC, a fee-only, independent Registered Investment Adviser (RIA), was formed to provide financial planning, portfolio management, and real estate advisory services that are affordable to the people that need it the most.
Specialties
Promenade Advisors LLC provides financial planning, investment advisory, and real estate advisory services to clients at all stages of the financial life cycle. Our clients are individuals, high net worth individuals, corporations, foundations, and endowments. We will help you identify your financial mission, a broad and enduring statement, that identifies the your long-term purpose for creating a financial plan. For example, you might wish to achieve financial independence and avoid catastrophic financial occurrences that could result in financial dependence. We do this for two reasons. First, it ensures a common understanding between us as to why the financial plan is being created and implemented. Second, it provides a basis for the creation of strategic alternatives.