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We specialize in guiding high-achieving individuals through their most pivotal financial transitions. Our clients are business owners, professionals, and values-driven families who aren't just looking for wealth management. They're looking for clarity, control, and a legacy that lasts.
You may be navigating retirement. Selling your business. Building tax-smart cash flow. Or just want your money working with more purpose. Regardless, we meet you where you are and help you get where you truly want to go.
You've spent your life building something meaningful—a business, a name, a family legacy. You’re now thinking beyond success to significance. You want to ensure your wealth stays intact, your family protected, and your values preserved.
You're looking for strategies that safeguard what you've built from tax erosion, legal threats, or unintended consequences. You're not just trying to pass on assets. You’re trying to pass on wisdom, faith, and continuity. You want your legacy to unify, not divide. And you want guidance from someone who understands the complexities of family dynamics, succession, and stewardship.
We help business owners like you create continuity plans, implement airtight legacy and estate strategies, and ensure what you've built lives on through smart, values-aligned stewardship.
"We chose Pfister because of their sincere interest in our family. The results exceeded expectations." — Greg G., Retired CEO
You're expanding your business, managing team and time, and reinvesting every dollar with purpose. But taxes frustrate you, complexity slows you down, and most advisors can't keep pace.
You need a system that protects your freedom to move while amplifying your results. You're curious about smarter ways to keep control over your money without locking it up. And you're looking for strategies that align with your mission, not limit your momentum.
You're not just chasing more. You’re building a life you believe in. And you need a financial partner who gets it.
We help entrepreneurs like you keep more of what you earn, design tax-smart systems for growth, and stay nimble with strategies that support your pace and your purpose.
"Exactly what we were searching for. Clear, helpful, and never pushy." — Aaron M.
You’ve earned a great living but want more clarity about what’s next, and you’re realizing that income and wealth aren’t the same. You're paying too much in taxes. Your money feels tied up in accounts you don’t fully understand. And the idea of retirement feels foggy instead of freeing.
You’re looking for someone to help you make sense of it all—someone who speaks plainly, plans wisely, and respects what you’ve worked for. You want simplicity without sacrificing results. And more than anything, you want peace of mind that your future and your family will be taken care of.
We help professionals like you untangle financial complexity, reduce unnecessary tax exposure, and create personalized income strategies that support the lifestyle and peace of mind you've earned.
"Pfister built a financial plan that lets me live fully in retirement." — Dr. Ronald D.
You’re just getting started, but you’re thinking long term and doing it with intention. You care about alignment, strategy, and doing it right the first time. You’re building your brand, your platform, your income. You want your money to be an asset, not a mystery.
You're not afraid of spreadsheets, but you’d love someone to walk with you, help you avoid early missteps, and simplify the process. You want guidance that’s clear, personalized, and values-aligned.
You’ve seen peers take on debt they couldn’t sustain or follow strategies that didn’t fit, and you’re determined to avoid those traps. Most of all, you want to feel confident, not confused, about how your financial choices are shaping your future.
We help founders like you build strong financial foundations, align money decisions with values, and create plans that support flexibility, vision, and long-term success.
"Mark took the time to educate us. It was empowering." — Aaron M.
Whether you're planning ahead, catching up, or just wondering if there's a better way to move forward, we’re here for a thoughtful, no-pressure conversation.
Our Discovery Call is a 30-minute conversation focused on you, not your portfolio. You’ll leave with clarity, direction, and zero pressure.
Let’s talk about what matters most to you, and how to build a financial life that supports it.
*Disclaimer: Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.