Southernmost Advisors
We at Southernmost believe the comprehensive and enduring ‘Family Office’ model, which has long been used by the wealthiest families, should be accessible to working professional families.
Southernmost Advisors is Different From Your Average Wall Street Firm - The goal was simple: Build the independent firm I would actually want for my own family. That meant checking three important boxes.
?? Must be Fully Integrated: Covering retirement, income planning, tax, investment management, estate & insurance consulting, cash flow analysis & more.
?? Must be Free from Conflicts of Interest: Absolutely no commissions of any kind. No payments or hidden incentives from ‘product partners’ offering ‘support’ for client events. A fee that is simple and transparent.
?? Must have In-House Investment Management: Institutional quality infrastructure that allows us to customize strategies to the specific goal, keep fees in check and maximize tax advantages.
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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.