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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


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

Investment Philosophy

Financial planning is all about reaching big goals in life – buying your dream house, traveling the world, retiring. And investing is the tool that can help you achieve those goals. We put a great deal of time, research, and care into how we manage your portfolio....

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Market Volatility

A down market can stir up a lot of emotions. We get it. But our decades of experience tell us to take heart that this too shall pass. Here is a short video that can help put this into perspective.Video Script Rex Clevenger: When the markets drop significantly, as they...

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The Empower Process

We believe that Financial Planning needs to coincide with Life Planning. Our process is created to help us understand what you truly value and to give us a clear picture of the life you want to live, now and in the future. Video Transcript Rex Clevenger: Each time you...

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Business Succession Planning Using Buy-Sell Agreements

A buy-sell agreement is a legally binding contract in which the owners of a business set forth the terms and conditions of a future sale or buy back of a departing owner's share of the business. Specifically, buy-sells control when owners can sell their interests, who...

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How Do Tax Rates Work?

Tax brackets are separated into ranges of income and the more income you make the higher the tax rate. When you need to know what marginal tax rate or tax bracket you are in, it refers to the rate at which your next dollar of income will be taxed. See the chart below...

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