Financial Concierge Services

Managing your money means more than making a financial plan and trading stocks. It means taking on a number of difficult tasks and solving a wide range of complex problems. Whether it’s something as basic as filling out paperwork or as involved as planning your estate, it’s easy to get lost. That’s why GHPIA developed a suite of services we call Financial Concierge. Our Financial Concierge team can walk you through financial mazes, take burdensome tasks off your plate, and bring you greater financial peace of mind.

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.

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.

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.