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
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Financial Roots Blog
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...
Are Alternative Investments Right For You?
Alternative investments can be a good opportunity for some investors to diversify their portfolios, even during times of market uncertainty. Watch this short video about what they are, and how we can help determine if they are right for you.In this video we are going...
Inheriting Money? Watch this First!
Getting an inheritance can be life changing. But that money can also dwindle quickly if you don’t do some smart planning. We're here to provide guidance and help navigate the complexities of inheriting money or property. Here’s how:Getting an inheritance is a...
Keep Politics Out of Your Portfolio
The U.S. Presidential election is dominating news cycles, and as an investor, it’s easy to let political fervor influence your investment decisions. However, maintaining a clear boundary between politics and your portfolio is crucial for long-term financial success....