Your Wealth Solution
We understand contact, communication, and accessibility are important to you. Timonier utilizes sophisticated software to keep your financial information safe and at your fingertips when you need it most.
In planning for higher education costs, Timonier strives for optimal investment performance combined with the lowest fees available. In doing so, we are able to manage client 529 account assets free of cost!
Timonier has steadfast roots in working with and understanding the unique needs of the medical community and its practitioners.
Insurance is a family philosophy. As a fee-only practice, our advisors assess your needs and recommend the right tools to accomplish your goals.
Capture all available global market returns while measuring yourself against the appropriate benchmarks.
Are you planning for the sale of your business? Succession planning, buy-sell agreements, and more are all in Timonier’s wheelhouse.
The preservation and transfer of wealth can be challenging but necessary topics. Move forward confidently with the proper advisors, tools, and strategies by your side.
Life is not a glide path and your plan’s variables are always shifting. Let us quantify your plans and create tangible objectives to reach your goal.
Plan your legacy and goals on your terms. We will guide you through the details needed to accomplish your vision in the most efficient way possible.
At Timonier we function as a collective group—sharing options and strategies to achieve the optimal outcome.
Family Office Designations
- GFS®: GLOBAL FINANCIAL STEWARD
CIMA®: CERTIFIED INVESTMENT MANAGEMENT ANALYST
AAMS®: ACCREDITED ASSET MANAGEMENT SPECIALIST
CFA®: A CHARTERED FINANCIAL ANALYST
CFP®: CERTIFIED FINANCIAL PLANNER
WMCP®: WEALTH MANAGEMENT CERTIFIED PROFESSIONAL
PFS: PERSONAL FINANCIAL SPECIALIST
CPA: CERTIFIED PUBLIC ACCOUNTANT
- JD: JURIS DOCTOR
CRPS®: CERTIFIED RETIREMENT PLAN SPECIALIST