Refresh Investments LLC
We offer financial advice and investment management for women and families looking for a collaborative, boutique experience. As fiduciary advisors, we are committed to creating an environment where you become more connected and in control of your financial life. Our process "goes beyond the basics" found in traditional financial planning and investment management services and includes tangible solutions for reducing tax liabilities, optimizing social security, and custom investment strategies.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.