Excelsior Investors is a fee-only wealth management firm. We help individuals and families figure out their finances, be intentional with their money and properly steward their wealth over the long run.
We believe the proper stewardship of wealth includes coordinating all aspects of wealth management such as asset management, tax strategies, estate planning, risk management, charitable giving and family gifting.
We are paid directly by our clients and do not accept compensation from any outside parties.