Who I Work With
You've built something real.
It didn't happen overnight. It happened through years of early mornings, difficult decisions, market cycles that tested your resolve, and a relentless commitment to building something that lasts. You've navigated the chaos of running a business — the payroll, the personnel, the customers, the competition — and come out the other side with something genuinely valuable.
But somewhere along the way, your financial life got complicated.
Most of your net worth may be tied up in your business. Your personal finances and your business finances can become deeply intertwined in ways that are difficult to separate. You may have been too busy building to spend much time planning. And if you're honest with yourself, you may not be entirely sure your current financial advisor fully understands the world you operate in.
You're not looking for someone to hand you a generic financial plan. You're looking for an advisor who gets it — who understands what it actually means to have your wealth concentrated in an illiquid asset, who can speak intelligently about business valuation and exit planning, and who has enough real-world operating experience to earn a seat at the table when the serious conversations happen.
You might be the right fit if:
You are an established business owner with significant net worth — much of it inside your business. You are past the early struggle and not yet at the exit, but you are starting to think seriously about both. You want a financial plan that treats your business as the centerpiece, not an afterthought. You value a high-touch relationship with an advisor who is genuinely invested in your outcome. And you want someone who has sat exactly where you're sitting — who has acquired, built, and exited businesses, navigated market crashes, and understands the complexity of your financial life from the inside.
You might not be the right fit if:
You are looking for a transactional relationship focused solely on investment returns. You prefer to keep your business and personal finances completely separate. Or you are not yet at a stage where comprehensive financial planning feels relevant to where you are.
There is no judgment in either case. Tony works with a small number of clients intentionally — because the depth of service he provides requires genuine time, attention, and commitment on both sides.
If you recognize yourself in the first description, the next step is simple.
Reach out directly. Tony offers a no-charge comprehensive financial assessment for the right prospective clients — a genuine, no-pressure look at your complete financial picture to determine whether working together makes sense.
(949) 422-3830