Developing Human Capital

Timonier

(Tee-mo-nyae):
Noun: Navigator, Helmsman

Centralized Location

Evidence Based Investing

Financial Planning

Goal based planning based on your unique lifestyle’s passions and desires. The financial plan is the most critical component to your personal and financial well-being.

Investment Advisory

Stewards of the evidence-based investing philosophy Timonier incorporates this disciplined investment approach to achieve the goals of the clients we serve.

Tax Planning

Incorporating tax advantaged strategies with financial planning and investment advice is essential to harnessing all of the available resources of the families we serve.

Estate Planning

Wealth creation, preservation and efficient transfer can be challenging goals to align. Utilizing our collaborative, multi-disciplinary approach we can best assist and prepare our clients to achieve their legacy goals.

Plan Sponsor

As 3(38) Investment Fiduciaries to our corporate clients, Timonier provides a fee-only, open architecture platform providing our clients a sophisticated low-cost retirement plan offering.

Plan Participant

Timonier is dedicated to the wealth and well-being of the participants and plans we serve. Allow our advisors to bring clarity and confidence to your financial future through education, understanding and guidance.

Financial Planning

Goal based planning based on your unique lifestyle’s passions and desires. The financial plan is the most critical component to your personal and financial well-being.

Investment Advisory

Stewards of the evidence-based investing philosophy Timonier incorporates this disciplined investment approach to achieve the goals of the clients we serve.

Tax Planning

Incorporating tax advantaged strategies with financial planning and investment advice is essential to harnessing all of the available resources of the families we serve.

Estate Planning

Wealth creation, preservation and efficient transfer can be challenging goals to align. Utilizing our collaborative, multi-disciplinary approach we can best assist and prepare our clients to achieve their legacy goals.

Plan Sponsor

As 3(38) Investment Fiduciaries to our corporate clients, Timonier provides a fee-only, open architecture platform providing our clients a sophisticated low-cost retirement plan offering.

Plan Participant

Timonier is dedicated to the wealth and well-being of the participants and plans we serve. Allow our advisors to bring clarity and confidence to your financial future through education, understanding and guidance.

Why Timonier?

Insight. Integrity. Advocacy.

If there is one thing our years of experience have taught us, it’s that being rich and living a rich life aren’t always the same.

We believe that, while important, wealth management is only one component of a full and happy life. So rather than being strictly focused on financial matters, we prefer to look at your entire life as one singular investment. We help you create and all-encompassing plan to maximize its return by ensuring that all of its priorities are properly addressed.

This is what our promise, ‘Wealth Beyond Financial’, really means.

Are you ready to harness your wealth and well-being for optimal results?

Are you ready to harness your wealth and well-being for optimal results?

Our Approach

Our Approach

Multidisciplinary.
Centralized.
Collaborative.

Multidisciplinary.
Centralized.
Collaborative.

A multi-disciplinary family office collaborating in a centralized location for the benefit of our clients.

A multi-disciplinary family office collaborating in a centralized location for the benefit of our clients.

Capitalism Counter

Global Population

US Population

%

of Global Population

%

US Impact on Global GDP

Reference: Quandl and the Population Reference Bureau

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Stay in touch and sign up for our quarterly newsletter

Timonier

Beyond Robo-Advisor:

We understand contact, communication and accessibility are important to our clients. Timonier empowers sophisticated software to keep our clients financial information and beyond safe and at their fingertips when they need it most.

beyond-robo-advisor02

Centralized Multi-Advisor Collaboration

At Timonier we function as a collective group; through sharing of options and strategies we can achieve an optimal outcome for our clients.

Philanthropic Planning

Plan your legacy and goals on your terms. We will guide you through the details needed to accomplish your goals in the most efficient way possible.

Goal Based Planning Approach

Life is not a glide path and your plan’s variables are always shifting. Let us guide you along the way by quantifying your goals and creating tangible objectives to reach them.


Multi-Generational Planning

Preservation and transfer of wealth can be challenging by necessary topics. Move forward confidently with the proper advisors, tools and strategies.

Investment Banking Relationships

Planning for the sale of your business? Succession planning, buy-sell agreements and more are all in the wheelhouse of the Timonier advisory team.

Evidence Based Investing Advocates

Seek to capture all of the available returns of the global markets while measuring yourself against the appropriate benchmarks. It’s not the only way. But it’s our way.


Risk Management Evaluations

Insurance is a family philosophy. Being a fee-only practice our advisors assess your level of needs and recommend the right tools to accomplish your goals.

Rich History in the Medical Community

Timonier has steadfast roots in working with and understanding the unique needs of the medical community and its practitioners.

Gift of Education

In planning for higher education costs Timonier seeks optimal investment performance combined with the lowest fees available. In doing so, we manage client 529 account assets free of cost!

Featured Media


Please browse our Resource Library for additional educational materials, here are a few pieces to get you started.