Why Ownership Advisors

What We Do

Serve high capacity people who care about the long-term impact of wealth on their families and communities.
Guide our clients through important life transitions in an effort to help create sustainable wealth and family unity.

Ideal Client System

We started by defining who we want to serve and then built our firm around the resources needed to provide excellence to all clients. With this model, everyone is an “A” client.
To get this result, we need to start with a clear vision of who we aim to serve.

Our ideal Client Profile

Cares about the impact of financial success in their families and communities
Entrepreneurial spirit
A generous and compassionate heart
Leadership strengths
High capacity
Values creative advice and wise counsel

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