Who We Are

There’s no one-size-fits-all solution when it comes to your finances. You should have a financial advisor who gives you individualized attention based on your needs. Here’s a video on why that’s so important to us:

At Aristata Financial, we serve a select group of families, so that we can devote a great deal of time and attention to each of them.  Providing an excellent client experience, helping families plan for their future, and make the best financial decisions possible – is what we do.  Each of our team members are committed to developing close and long-standing relationships with every client, and it shows in the fact that we work with multiple generations of many families.

Our team believes you should be working with people you know, who really know you.  One couple we work with, run a unique retail business, that is not far from our office.  They come in frequently, and we love dropping into their store to see what’s new.  Another client collects handmade paperweights, and they are incredible works of art.  When she buys a new one, she stops by to show it to us.  We LOVE seeing them, and the joy they bring her. Often, when meeting with clients, we get to hear about trips they have been on, new activities they have picked up, and hear stories about their kids and grandkids.

It’s a great feeling to have relationships that involve sharing life experiences and accomplishments, instead of focusing solely on money.   When we understand what our clients truly value and have a clear picture of the life they want to live both now and in the future, we are able to provide the best possible financial advice. 

But, we’re aware that life can be full of twists and turns, so we’re also here to be a guide through the challenges you may face.  We walk our clients through job changes, divorce, illness, and loss of family members, which can all have an impact on their finances.   It’s reassuring for them to know we’re here, ready to support them when big decisions need to be made.

Helping you reach your financial and life goals is what motivates us each and every day.  We look forward to helping you “Secure your legacy across generations”.