Aurelius Family Office

Financial Planning for Every Stage of Life

Aurelius Family Office is a Registered Investment Advisory (RIA) firm that specializes in generational wealth and in-depth financial planning and analysis. As a team, we pride ourselves in going above and beyond client expectations to recognize hidden financial issues and opportunities.

Our mission to help you

From the moment we meet you, the focus never waivers from you, understanding your goals and dreams, and the challenges you and your family face. Our corporate culture is to consistently think and act outside the box. We expect every client to review our services constantly and ask “what have you done for me lately?” If we have done our job, that question should not arise.

Aurelius Family Office - Man and woman looking at computer.

Our Service Offerings

We offer financial planning and investment management services in the following areas:

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Total Wealth Management

Allocate & rebalance assets considering your objectives and capacity for risk.

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Transition Planning

Navigate complex events such as a real estate sale, a divorce, a business, transition, or an inheritance

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Retirement Planning

Maximize social security, stress-test portfolio, optimize income distributions

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Tax Planning & Projections

Proactive planning & year-end projections to identify tax-saving techniques

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Generational wealth transfer

Achieve your legacy objectives with thoughtful estate planning

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Gifting

Optimize estate & tax benefits of family & charitable gifts

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Meet Your Advisory Team

Our team of advisors and support staff are dedicated to understanding your goals and future plans to better serve you. Your success is what drives us.

Introduced to the concept of comprehensive financial planning decades ago, I embraced the idea of unifying all aspects of a client’s financial life. I have applied the care I have for people, with a servant’s heart, through my entire career. The Aurelius Family Office is the pinnacle of my journey, merging financial acumen, expanded fee-only services, and technology. Our family office concept extends fiduciary excellence to a wider range of successful individuals and families, through every stage in life.

Mark Witaschek, Founder

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