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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

How We Work With Affluent Investors

More money means more complexity. You need a team of professionals focused on your needs. Aritstata can be a key piece of that plan. Here’s how we can help.Video Script Rex Clevenger: When you have worked hard to achieve a certain level of success it’s important to...

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3 Business Mistakes

Being a business owner is more than a job, it’s your life. I know how the day-to-day can be all consuming. But we can help you see the big picture and avoid some common mistakes that business owners make. Here are the top 3.Video Script Rex Clevenger: Running a...

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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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