Astraea Wealth Management provides approachable, fee-only financial planning and investment management for individuals and families. The firm focuses on helping women investors, busy mothers, anxious savers, and LGBTQ+ individuals build financial security and work toward long-term goals. Its clients also include people navigating major life changes, such as career transitions, retirement, divorce, relocation, or loss. Astraea emphasizes personalized guidance, clear communication, and an experience where clients feel heard and respected.

Services include comprehensive financial and life planning, investment management, cash-flow and income planning, tax-aware strategies, retirement and employer-benefit guidance, and budgeting tools. The firm helps clients organize and understand their accounts, assess financial choices, plan for near-term needs and future goals, and stay accountable to agreed steps. Astraea manages diversified, low-cost investment portfolios and can coordinate with clients’ chosen attorneys and CPAs on estate and tax matters. Its approach combines ongoing partnership with practical advice, aiming to make financial decisions clearer and more manageable through changing circumstances.