Directly addressing the needs of women investors.

How We're Different

We directly address the needs of women investors.

We are a 100% woman-owned firm. We give objective financial advice and create tailored plans that consist of thoughtfully selected investments for our clients, while taking into account financial concerns unique to women such as gendered pay disparities, possible career breaks to care for loved ones, lifespan longevity and increased health care expenses in retirement. We are gender inclusive. Our goal is to help close gender money gaps, not to exclude men. We welcome the opportunity to get to know what's most important to you and your loved ones.

We Put Your Interests First. Always.

We are an independent registered investment advisory firm. We operate as fiduciaries, which means we uphold the highest standard of care and always put our clients' interests first. We deeply value our personal relationships with you and your loved ones and know that your happiness is what drives our ongoing business success.

Clarify, define, and prioritize your goals.

About Our Firm

We bring you peace of mind through ongoing financial education and personalized strategies that align with what's most important to you. We want you to feel confident and well-prepared throughout all of the stages in your life.

Straightforward.

We are upfront about our expenses and our process. We are compensated through a transparent cost structure on our managed accounts and provide reviews of existing insurance policies at no cost to our clients (see solutions & pricing). We have done careful due diligence to ensure our pricing is both competitive across the industry and easy to understand. We also want you to feel comfortable asking us questions about the cost of doing business anytime.

Personalized approach.

We strive to provide the highest level of service and do so by facilitating open, candid conversations about what is most important to you. We want you to meet with us where you are most comfortable, whether that means meeting via a virtual meeting while you sit at your kitchen table, or by phone. We look at your entire financial picture and help you clarify, define and prioritize your goals then give you actionable advice you can implement now.

Socially conscious investing.

We know that being socially conscious doesn’t just mean excluding certain things from your portfolio. It also means investing where you want to make an impact. We diligently research investments to create plans centered on what’s most important to you. Check out our NextGen Impact Portfolios.

About Our Founder

See what we have to offer.

Solutions & Pricing

See what we offer

Invested Assets	Percentage
Up to $500,000	1.0%
$501,000 - $1,000,000	0.9%
$1,000,001 - $2,000,000	0.7%
$2,000,001 and above	0.5%

Initial discovery/consultation at no expense.
Portfolio reviews and stress testing at no expense.
Comprehensive financial consultations, on demand fiduciary financial advice and unlimited email support
Personal financial management website & client vault for your important documents
An interactive, digital financial plan that provides a customized road map for reaching your goals, updated daily, in real time
Transparent cost structure
Diverse portfolio construction including access to individual stocks, bonds and other fixed income instruments, no-load mutual funds, ETFs, and socially conscious investment solutions
Insurance reviews at no expense: We tell you if you're paying too much for the coverage you have by taking a deep dive into your current policies.

Schedule a Complimentary Review

New Harbor Portfolios: Invest with Intention. Make a Positive Impact.
Minimum Balance	$5,000
Personalized investment portfolios that meet our standards for Environment, Social & Corporate Governance (ESG): three central factors in measuring the sustainability and societal impact	✓
Technology that automatically monitors your portfolio and re-balances as needed	✓
No trade commissions	✓
Automatic tax loss harvesting	✓
Access to interactive online planning tools	✓
A digital financial plan that provides a customized road map for reaching your goals.	✓
Unlimited on demand access to professional financial guidance	✓
Annual cost (percent of assets under management)	0.50%
* We do not charge a fee for managing emergency fund/cash accounts * Minimum balances include 401k rollovers and account transfers in * Annual cost does not include underlying expenses that exist within funds in your portfolio. *$120 minimum/year.

How it works:

Complete a short questionnaire to establish your goals, risk tolerance, and timeline.
Get a diversified portfolio of ETFs that meet social, environmental and corporate governance requirements chosen by experts.
Then, we monitor your portfolio daily and automatically rebalance it as needed.
In addition, you'll receive access to unlimited, on demand professional financial guidance and access to our interactive online financial planning tools to assist you throughout your financial journey.

Make It Count!

Make It Count! is a financial literacy & accountability group. You must apply for membership.

Members benefit from the following:

Access to your own online financial planning tools and secure document vault so you can begin, revise and implement your evolving financial plan
Strategically grow your emergency fund or investment account monthly (you must have an account with deMAURIAC to participate in this portion)
An invitation to join Make It Count! Private Financial Literacy & Accountability Group for additional support & ongoing discussion
Invitations to join group Q & A sessions and ongoing advisor office hours
First access invitations to join focus-area financial literacy workshops
Monthly informative articles & helpful financial checklists
Invitations for you and a guest to attend Exclusive Networking Opportunities for deMAURIAC Private Clients & Friends

Interested in joining? For more information or to be added to the group please contact us

Valuable insights.

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Understanding Risk: What's Your Risk Number?

The old way of assessing risk, stereotyping investors with subjective semantics, simply doesn't work. Our approach uses the Risk Number. It's built upon a Nobel-prize winning framework, and everyone has one. What's yours? Find out in 60 seconds. What's My Risk Number?

Want to hear more? Get in touch.