We are Outpost Advisors
Our mission at Outpost Advisors is to help people expand their capitals while building a multi-generational outpost. That outpost is a family’s home, culture, vision, and finances--their unique claim on their corner of the earth. Our goal is simply that your growing resources will fund your family’s most expansive and exciting ambitions.
How we are Different
We are fee-only
We believe that your advisor should be paid for real value created, not because they sold you products and earned commissions. We shop hard for our clients and keep costs as low as possible.
We are fiduciaries
We are obligated to always act in your best interest. Believe it or not, this isn't always the norm in the financial planning industry.
We believe every family is unique
We exist to help families understand and create a self-sufficient culture that serves their unique gifts and callings… one that will last for generations.
We view money as a tool, not a goal
We constantly push our clients to put their money to work in service of a vision for life. THAT’s the goal around which we structure our financial plans.
We’re planners AND managers
We’ll collaborate with you to create a winning plan that works whether we manage your money or not. We want you thriving and abundant either way.
We help clients understand their purpose
We approach the process of understanding purpose, casting vision and setting goals with the same rigor and excellence that we apply to financial planning.
Unearth Your Purpose.
Each of us are created uniquely and designed with a specific purpose in mind. In light of that truth, we guide our clients through a step-by-step process to understand their unique design.
Define Your Vision.
It’s hard to make a plan with your calendar, your checkbook, or your family without knowing where it is you’re headed. At Outpost Advisors, we work with you to explore and define your dream life and set short- and long-term goals for achieving that vision.
Deploy Your Resources.
After understanding your vision, we will work with you to create a plan that aligns your financial resources with that vision. After all, what is your money for if not to facilitate your dream life and build an outpost?