At Aurelius Family Office, we believe that financial planning is about more than just managing money; it’s about building a future that you and your family can feel good about. As a fiduciary financial advisory firm, we pride ourselves on offering proactive strategies that empower you to make informed, confident decisions for every stage of your life. Whether you’re planning for retirement, managing taxes, or building a legacy, we’ll make sure you’re always one step ahead.
Founded with a clear vision to provide tailored, proactive financial planning, Aurelius Family Office has become a strategic partner for families and individuals who want to take control of their financial futures. With decades of combined experience, we specialize in generational wealth management, financial analysis, and holistic financial planning. As your investment advisors, our mission is to help you achieve your financial goals while preparing you for the future.
Our team is the foundation of our success. From tax planning to investment operations, our team is here to ensure that your financial strategy is proactive, personalized, and positioned for success.
We don’t just wait for financial challenges to emerge; we anticipate them. At Aurelius Family Office, our proactive strategy focuses on looking ahead and making decisions today that secure a better tomorrow. Our financial planners don’t just react to the market. They prepare for it.
Whether it’s the evolving tax landscape, potential changes in investment opportunities, or shifts in your personal goals, we’ll develop personalized strategies to help you reach your financial goals. By integrating investment management, estate planning, and tax strategies, we’ll ensure that all aspects of your financial world are working together, and most importantly, in your favor.
As fiduciary financial advisors, we have a legal responsibility to act in your best interest, and we take that seriously. Our team is dedicated to not only guiding you through today’s decisions but also preparing you for the future — no matter what it holds.
Our main office is based in Bedford, NH, but we also serve clients in multiple states, with virtual services available nationwide. Prefer to meet in person? We’ll happily travel to you!
You can find us in:
Not a fan of in-office meetings? Take advantage of our virtual consultations, or ask us to come to you!
Every financial journey is unique, and we’re here to help you embark on a better path forward. Getting started is easy, and it only takes three simple steps.
Have questions? We’re here to help! Get in touch with us today, and take the first steps towards a better financial future!
We don’t have a minimum asset requirement, though our typical clients have between $2 million and $5 million in investable assets. We work with clients both below and above this range. During our discovery process, we’ll assess your financial situation and provide insights on how we can manage your portfolio while addressing areas such as asset allocation, retirement planning, tax strategy, estate planning, and more.
Our fees are based on the complexity of your financial situation and are discussed during initial conversations. They’ll be clearly outlined in your Wealth Management Agreement. Most clients opt to have fees deducted directly from their investment accounts, but we can also provide quarterly invoices if preferred.
We focus on creating a well-diversified, passively indexed portfolio aligned with your risk tolerance and financial goals. Using a mix of mutual funds, ETFs, and cash reserves, we adjust your portfolio as your life and financial needs evolve. For clients with well-funded goals, we employ a “two-tier” strategy to reduce retirement risk, lowering exposure during early retirement and increasing growth potential in later years.
Yes, we offer in-person, virtual, and telephone meetings for clients, whether local to our New Hampshire or Virginia offices, or anywhere in the U.S. or abroad.
We recommend using one of our preferred custodians for better pricing and access to mutual fund classes. This also allows us to manage trades and fees directly from your accounts. If you prefer to stay with your current custodian, we can discuss options to manage your accounts effectively.
We do not provide legal advice, but we can provide analysis on various matters related to real estate investments such as mortgages, tax implications, and cash flows.
We don’t prepare tax returns, but we can review them and provide annual tax projections to help minimize your tax burden. We’ll collaborate with your tax preparer to identify savings opportunities and can refer you to a trusted tax professional if needed.
