The world is rapidly changing, and with it, the field of wealth management. Firms built in the old world find it impossible to change now with outdated technology, investment philosophies, and business models. Firms are incented to focus on portfolio management often with a lack of insight or understanding of the full financial picture.

We believe there is a better way forward. At Seven Mile Advisory, we have reinvented the family office. Rather than operate with a prefabricated formula, we provide customized and sophisticated planning to each of our clients based on their unique needs and goals. The common denominator: We want to do the right thing for the families who choose to work with us. We want to treat them the way we’d want our own families treated.

This approach allows us to serve our clients better and gives new families the opportunity to access the kinds of family office services they once might have found cost-prohibitive. Families should not have to wonder if comprehensive financial planning – a vital part of any family’s overall well-being – is “worth it.” Our goal is to leave them feeling that, with us, the answer is clear.