Ways to Work With Us

Ways to Work With Us

Our core service is comprehensive, fee-based financial planning—providing a structured, strategic approach to help you navigate every aspect of your financial life.
Investment management and insurance solutions are often integrated as part of the planning process, ensuring that all financial decisions align with your broader goals. We do offer investment and insurance solutions on a standalone basis when appropriate, however, we believe they are most effective when guided by a well-defined financial plan.
Should You Work With a Financial Planner?

Financial Planning

Comprehensive financial planning is the foundation of what we do. Our process begins with understanding your values, priorities, and long-term vision.
We evaluate your cash flow, tax strategy, investments, insurance coverage, and estate plan to ensure every financial decision fits within a cohesive, personalized framework. Planning isn’t a one-time event; it’s an ongoing process that evolves as your needs change.
Whether you’re navigating career transitions, preparing for major financial decisions, or working toward long-term financial security, our approach provides clarity, structure, and expert guidance every step of the way.

Investment Management

Investment management at Aether Financial Group is driven by science and strategy.
Our approach is rooted in evidence-based investing, tax efficiency, and risk alignment—helping you build and preserve wealth in a way that reflects your goals and comfort with risk.
While investment management can be offered as a standalone service, it is most powerful when integrated into a broader financial plan, ensuring your portfolio decisions align with your long-term objectives, cash flow needs, and tax strategy. We focus on low-cost, diversified, and tax-efficient solutions to create a portfolio that works for you.

Insurance Solutions

Insurance is an essential tool for managing financial risk, but it should never be oversold or overlooked.
Our philosophy is to educate first, recommend second—helping you understand your coverage options so you can make informed decisions.
Whether it’s life, disability, long-term care insurance, or annuity solutions we take an independent approach, analyzing employer-provided and private policies to determine the right fit for your situation.
We provide transparent recommendations tailored to your needs—without pressure or product bias.