Why Choose Us?
We're relatable
We get it — we live in one of the most expensive cities in the country and deal with many of the same financial pressures you do. Whether you're planning for a big life change or just trying to feel more confident about your future, we're here to walk through it with you — not talk at you.
We're earnest
As your advisors, we're legally obligated to put your interests first, always. That means our suggestions are straightforward, our process is transparent, and we never lose sight of the fact that it's your money. Calls and emails get answered promptly, everything stays private, and our goal is simple: grow and preserve what you've worked hard to build — through the market's ups and downs.
We're hard working
We've been doing this since 1998, and 95% of our clients come to us through someone they trust. Families have stayed with us across three generations. We cover everything — cash flow, investments, retirement, college, insurance, and estate planning. Whatever chapter you're in or heading toward, we'll help you navigate it. And in doing so, we'll give you back the time for the things that matter most.
Your financial life isn’t one-size-fits-all, your strategy shouldn’t be either.
At Red Tower Advisors, we work with individuals and families who want clarity, structure, and long-term confidence in their financial decisions. Whether you're building wealth during your peak earning years, navigating complex compensation, or preparing for retirement, our approach is personalized, disciplined, and designed to support real life; not just market cycles.
Long-Term Investors
Folks who are focused on building sustainable wealth over time, not chasing the latest hot tip. We tailor every portfolio to your individual goals, needs, and risk tolerance so that your financial path can weather whatever life throws your way.
Busy Professionals
Life gets full. You have careers, kids, aging parents, side hustles, repeat Netflix binges. If you don’t have time to manage your finances (or just don’t want to), we’ve got you. We help take the “what now?” out of long-term planning so you can focus on what matters most.
Tech Employees
Employees from major tech firms, especially those with RSUs, ESPPs, stock options, and complex retirement plans, find specialized support here. We speak your language and help you make smarter decisions with your equity compensation.
Pre-Retirees (5–10 Years Out)
You’re close enough to taste retirement but still want clarity and confidence around your strategy. We help you evaluate timing, income sustainability, risk, and transition decisions so you enter retirement ready.
Working with Red Tower means working with Advisors that have worked in the industry since the 1990's and we've been doing comprehensive financial planning since day one. All these things are taken into consideration: cash flow, investments, retirement, college, insurance, and estate planning. No matter what life transition you're going through or about to face, we'll walk you through it. Together, we'll give you back the time and resources for things that are important to you.
If you’re serious about building a thoughtful, long-term financial strategy, there’s a good chance we can help.
