Yes — Nevis Equity Advisors is a fee-only firm, which means our only compensation comes directly from our clients. We never earn commissions, referral fees, or payments from any fund company, insurance carrier, or investment product. Because no one pays us but you, every recommendation has a single purpose: moving you toward your goals. Our complete fee schedule is disclosed in our Form ADV.

An independent financial advisor is a Registered Investment Adviser (RIA) that isn't owned by, or tied to, a bank, brokerage, or fund company. Because we have no parent company or product line to promote, our advice is shaped entirely by your situation — not a corporate agenda. Independent RIAs are registered with the Securities and Exchange Commission or state securities regulators and are held to a fiduciary standard of care.

We provide comprehensive wealth management under one roof: financial planning, retirement planning, tax planning, estate planning, and risk management and insurance analysis, alongside investment management. These aren't separate silos — we coordinate them into a single strategy, and we work directly with your CPA and estate attorney so everything pulls in the same direction. Explore each service on our Services page.

Most of our clients are professionals approaching retirement, retirees who want their savings turned into dependable income, and business owners coordinating their company with their personal wealth. Many come to us with complex situations — equity compensation, a business sale, an inheritance — that need more than an off-the-shelf portfolio. If that sounds like you, a complimentary get-acquainted meeting is the easiest way to find out whether we're a fit.

We evaluate every relationship individually, because the complexity of your situation matters more to us than a number. If you're not sure whether we're the right fit, the get-acquainted meeting is complimentary and there's no obligation.

We meet formally at least once a year to review your plan and portfolio, and more often when your life changes — a new job, a business sale, a birth, a loss. Between meetings we're actively managing: monitoring portfolios, harvesting tax losses, and adjusting as markets and laws change. And you can always just call — you'll speak with your advisor, not a call center.

Three things: independence, breadth, and attention. As an independent, fee-only RIA we answer to no parent company and sell no products, so our advice is genuinely ours to give. We handle planning, investments, taxes, estate, and insurance analysis under one roof — and we deliberately keep our client relationships personal, so you're treated as an individual, never a number.

We encourage it. You can verify Nevis Equity Advisors, LLC and its advisors through the SEC's Investment Adviser Public Disclosure database at adviserinfo.sec.gov, and our Form ADV — the disclosure document every RIA must file — is available right here on our site. Transparency isn't a burden for a fiduciary; it's the job.

Start with a complimentary get-acquainted meeting where we learn about your goals and you learn how we work, with no obligation. If we're a fit, we typically only need a copy of your most recent account statements and your signature on a few forms. We take care of setting up your accounts at the custodian and transferring your assets from there.