WHY TIMONIER?
We understand your industry.
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.
At Timonier, nearly 90% of our clients are physicians. We know how busy your life gets as a physician, juggling productivity goals, coding, and transcribing while doing what’s best for the patient. We handle the wealth, while you handle the health business.
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 an all-encompassing plan and maximize its return by ensuring all of its priorities are properly addressed.
This is what our promise, Wealth Beyond Financial, really means.
Let’s create an all-encompassing plan to maximize your life’s returns.
OUR APPROACH
Fee-Only. Multidisciplinary. Centralized. Collaborative.
We’re a multidisciplinary family office collaborating in a centralized location for the benefit of our clients.