TideRock Financial, LLC is an independent investment firm providing fee-only wealth management services to individuals and families, estate and heritage planning, as well as investment management for qualified company 401K plans.
Our firm specializes in creating globally-diversified, tax efficient investment portfolios based on solid academic research and an in-depth analysis of economic, political and social developments around the world. By accessing the very best institutional funds, including Dimensional Funds, and other investment vehicles that are no available to the general public, TideRock Financial helps its clients to achieve their long-term investment goals while maintaining an appropriate level of risk.
TideRock Financial is differentiated from other investment advisory firms in its fee-only approach that puts its customer’s interests in the forefront of every investment decision. We act as your fiduciary, do not sell insurance products, nor do we receive any incentives to invest in one financial product or fund over another – thereby eliminating the conflicts of interest that are unfortunately all too common in the investment industry.
Our practice is limited to a select number of clients to provide truly individualized service and advice. We pride ourselves on utilizing our diverse breadth of knowledge and expertise to offer a unique investment experience that allows us the privilege of earning the trust of highly sophisticated investors and their families.
Specialties
Fee-Only Wealth Management Services, Estate and Heritage Planning, 401K Investment Management, Alternative Asset Consulting
