Financial Planning +
Investment Management

Plum Street Advisors is a boutique investment firm focused on helping you gain control over your financial life.

You can reach your financial goals.
We are here to help.

At a Glance

2016

Year
Founded

15+

Average years
of experience

100+

Clients
Nationwide

Our Philosophy

At Plum Street Advisors, we sit on your side of the table.

As a Registered Investment Advisor (RIA), we have a fiduciary duty to act in your best interest.

We have designed our business to avoid conflicts of interest. Where unavoidable, we mitigate and disclose them to you.

We provide transparency about our fees.

We do not sell any financial products, earn commissions, receive any payments from product providers, or earn revenue from trading or other account activity.

How We Can Help

We plan across all facets of your life to provide a strong foundation for your financial well-being.

Financial Planning

Retirement Planning

Cash Flow Management

College Savings

Insurance

Investment Management

Portfolio Management

Low-cost ETFs 
and Mutual Funds

Diversified portfolios

Tax Planning

Tax Optimization of Investments

Estate Planning

Charitable Giving

How We Do It

We build true, custom models of your financial life.

We’ve designed our business from the perspective of a client.

We focus on true diversification, cost, management, target-based rebalancing and tax management.

How We Do It

We build true, custom models of your financial life.

We’ve designed our business from the perspective of a client.

We focus on true diversification, cost, management, target-based rebalancing and tax management.

We build in-depth relationships with our clients by offering experienced guidance within the setting of a smaller, more personalized firm.

Insights

Q4 2023 Market Chart Book

You can download our comprehensive market review in charts and tables from the link below. Topics covered include: Q4 2023 Market Chartbook Download   TABLE OF CONTENTS: Market Summary World Stock Market Performance US Stocks International Developed Stocks...

Credit Freeze FAQ and Instructions

Credit Freeze and Unfreeze Do I have to pay to freeze my credit at the 3 credit agencies? No, as of September 2018 freezing your credit is federally regulated and free. Don’t confuse freezes with locks or alerts, which are paid services provided by the three credit...

Q3 2023 Market Commentary

Plum Street Advisors  2023 Q3 Commentary  At the start of the third quarter, markets continued the rebound we had seen year-to- date and broadened beyond the technology sector that had been driving the market through midyear.  However, as the quarter went on, the...