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
Q3 2017 Market Commentary
October 3, 2017 The third quarter marked the eighth quarterly increase in a row for the S&P 500. Volatility continues to be extremely low as markets tick up quarter after quarter. The third quarter finished strongly as the US Congress finally turned its...
The Benefits of Value Exposure
At Plum Street Advisors, we maintain certain exposures (or “tilts”) in the portfolios we manage. For example, we maintain a tilt towards small cap stocks that is greater than their market capitalization would suggest, because in the long run, small cap tends to have...
Q2 2017 Market Commentary
Plum Street Advisors Q2 2017 Market Commentary - July 6, 2017 So far, it has been a good year to be invested in international stocks. Developed market stocks as measured by the EAFE index returned 6.1% for the quarter, and are now up 13.8% for the year to date period...