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The Financial Concierge Is In

Time Is Not On Your Side. We Are.

Dinner and a show? Not exactly. Think of our Financial Concierge as your personal financial assistant — relieving you of everyday burdens ranging from basic financial housekeeping to high-level financial issues. Our goal is to make your life easier, and it’s all part of your regular asset management fees. 

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We’re In The Relationship Business

We recognize your time is valuable, so we are your financial partner and collaborator. Our Financial Concierge can help you with:

  • Completing burdensome paperwork. 
  • Locating experts for a variety of financial questions such as Social Security, Health Insurance, Mortgages, Business Valuations, etc.
  • Sitting by your side in meetings with your Accountant or Attorney.
  • Communicating with financial institutions such as insurance companies, banks, or brokerage firms.
  • Reviewing and understanding financial documents, including the fine print.
  • Coordinating and advising on charitable contributions.
  • Review of investments in 401 (k) and 529 plans not managed by GHPIA.
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Finding Help When You Need It

GHPIA maintains relationships with leading accounting firms, attorneys, business advisors, insurance agents, consultants, bankers, M&A experts, and real estate professionals. If you already have established relationships, we can work directly with them. With our Professional Services Reimbursement Allowance (PSRA), the cost for many of these services may be covered by GHP Investment Advisors.

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Market Perspectives

Gain key insights from our trusted and respected wealth managers. Keep up with current market conditions that may impact your financial future.

Rising Interest Rates: A Double-Edged Sword

After anticipating rising interest rates for years, investors’ expectations are finally coming to fruition. In the summer of 2016, the 10-year Treasury yield briefly dipped below 1.5%, as expectations of...

The Euro Will Survive (and Thrive)

For the fifth time since 2012, I was invited to participate with a select group of European and American economists at a symposium hosted by the National Association of Business...

Want to learn more about your wealth?
Talk to us.