At Aurelius Family Office, we know financial planning is about more than numbers — it’s about people. As an investment advisory and fiduciary firm, we are ethically bound to put your interests ahead of our own. We provide personalized wealth management for every stage of life, specializing in generational wealth and comprehensive financial planning.
We offer transparent guidance that’s always in your best interest. Our focus stays on creating strategies that serve your goals.
From investments to retirement, our financial advisors help maximize income and savings, uncover opportunities, and prevent pitfalls. Our goal isn’t just to help you save, but to build lasting wealth and long-term success. Connect with an investment advisor today to learn more!
Financial planning can be complicated, and trying to navigate it on your own can often feel overwhelming. With so many moving pieces — investments, taxes, estate planning, retirement — it’s easy to miss opportunities or make costly mistakes. You might be unsure if your current strategies will stand the test of time, or whether you’re truly on track to meet your goals.
At Aurelius Family Office, we take the guesswork out of wealth management. Our team specializes in creating comprehensive strategies that address every aspect of your financial life. We’ll work with you to craft a tailored plan that evolves as your needs change, helping you feel confident and secure every step of the way. Whether it’s retirement, business succession, or generational wealth, we’re here to guide you with personalized support.
We know that every financial journey is different, and we’re here to provide customized solutions that help you achieve your personal and professional goals. From total wealth management to transition planning, we do it all with you in mind.
Your financial goals are unique, and so should be your investment strategy. We specialize in allocating and rebalancing assets to ensure they align with your objectives and risk tolerance, providing you with a well-rounded financial plan that works in your best interest.
Life is full of major transitions. Whether you’re dealing with a real estate sale, divorce, business succession, or an inheritance, our team will guide you through these complex events to protect your wealth and minimize stress.
Retirement should be a time of freedom and enjoyment, not financial worry. We’ll help you maximize Social Security, stress-test your portfolio, and optimize income distributions to ensure you’re on the right track to live the retirement you’ve always dreamed of.
Taxes don’t have to be a mystery. Our proactive tax planning and year-end projections help you identify tax-saving techniques and ensure your wealth remains intact for the long term, so you can focus on enjoying the fruits of your hard work.
Building a legacy is about more than accumulating wealth; it’s about passing it on in the most effective way possible. We’ll help you craft a thoughtful estate plan that aligns with your goals and ensures your legacy is protected for future generations.
Whether it’s to family or charitable causes, gifting can be a powerful way to leave a lasting impact. Our financial advisors will help you optimize estate and tax benefits so you can give back while ensuring your wealth is managed for long-term growth.
At Aurelius Family Office, we know that achieving your financial goals takes more than expertise — it takes a dedicated team working in sync. From advisors and analysts to client service professionals and operational support, every member of our team plays a vital role in your success. By collaborating across specialties, we take a holistic approach to wealth management, ensuring your strategy is as thoughtful and dynamic as your goals.
Life is full of financial crossroads — from building your wealth to passing it on, from growing a business to preparing for retirement. Each decision has the power to shape your future. That’s why you need a partner who sees the full picture, protects what you’ve built, and helps you move forward with confidence.
At Aurelius Family Office, we look beyond the numbers to understand the people behind them. Our goal is to provide thoughtful, personalized guidance that empowers you to achieve your goals, no matter where you are in life.
We believe that sound investing starts with discipline, clarity, and balance. Our globally diversified portfolios combine low-cost indexing with select active management to help you capture market opportunity while managing risk and taxes. Every decision is guided by research, built for resilience, and aligned with what matters most: your long-term goals and peace of mind.
We always put your best interests first. As a fiduciary advisory firm, we always put your interests ahead of our own.
Financial planning is about more than investments; it’s about integrating all aspects of your wealth. We can collaborate with tax, estate, legal, and insurance professionals to craft a comprehensive strategy that ensures your plan is coordinated and optimized, giving you peace of mind at every step.
While we’re based in Bedford, NH, we proudly serve clients nationwide through virtual meetings. For those with more complex or substantial planning needs, in-person meetings may also be available, whether at our office or a location more convenient to you.
At Aurelius Family Office, we’re committed to supporting you for the long haul. As your life and financial needs evolve, we’ll be there to provide ongoing guidance, adjusting your plan as necessary to ensure you stay on track with your goals.
We proudly serve clients across the U.S., offering virtual appointments as well as the flexibility to meet in person when appropriate. For those with more complex financial planning needs, we may be able to travel for in-person meetings when it best supports your goals.
You can find us in several locations across the country, including:
At Aurelius Family Office, we’re here to help you navigate life’s most significant financial decisions with confidence. From retirement planning and generational wealth management to complex business transitions, our financial advisors provide the strategic insights and ongoing support you need to protect, grow, and optimize your wealth.
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