Securing Your Legacy Across Generations
Meet the Aristata Financial Team
who we serve
Young Professionals
Guidance and strategies through the every stage to lay the foundation for a confident financial future
Entrepreneurs
From succession and investment strategies to retirement, create a plan that will withstand a volatile market
Affluent Families
Creating generational wealth for a lasting legacy with the bones in place to last for generations to come
Resource Center
Valuable insights curated for you by the Aristata Financial team
keep up with our
Financial Roots Blog
5 Estate Planning Considerations
Creating a comprehensive estate plan is a key step in ensuring your wishes are honored and your loved ones are cared for after you’re gone. Picture two families trying to find their way forward after losing a loved one. For the first family, Sarah’s father had a clear...
Take a Retirement Test Drive
When we think about retirement, we often focus on financial readiness. But an equally important aspect is how you’ll spend your time. Without the structure of a job, it’s essential to have a plan for how you’ll spend your time. One way to prepare is to test-drive your...
Financial Success Starts Here!
Getting your first paycheck is an exciting milestone, but it's also a critical step in shaping your financial future. Here are some key strategies to help you make the most of it:1. Maximize Your Benefits: Starting your career means you have access to valuable...
Do Your Friends and Family Need a Sounding Board?
We often get asked, “How can I tell my friends and family about you?” It’s easy and we’re happy to help! You can encourage them to reach out to us for a no-strings-attached conversation. We're here to provide guidance and put them on a helpful path, whether they...
The Real Answer to Your Financial Questions: It Depends
When it comes to personal finance, one of the most common—and frustrating—answers you’ll hear is, “It depends.” Whether you’re asking about the best way to invest, how much you should save for retirement, or how to minimize your tax burden, the response is often the...
Who Was Your First Financial Advisor?
When we think of financial advisors, we often think of people in suits with charts and financial plans. But our first “financial advisor” is usually someone closer to home—a parent or friend who influenced our money mindsets. While they didn’t provide professional...