Trevian Wealth Management is an independent, founder-owned registered investment advisor focused on helping entrepreneurs and investors optimize their personal finances. The firm provides tailored wealth management and financial planning to selected individuals and families, with ongoing guidance designed to address the connections between investments, taxes, liquidity, and major life decisions. Its advice is especially relevant at financial inflection points, such as starting or selling a business, raising capital, changing jobs, buying or selling real estate, planning for retirement, or managing equity compensation.

Services span asset allocation and location, cash and liquidity management, tax and estate planning, insurance, healthcare, education, retirement, real estate, liability management, and analysis of stock options, restricted stock, private company holdings, carried interest, and GP/LP structures. Trevian also connects clients with trusted specialists and collaborates with their existing tax and legal advisors. Its investing philosophy emphasizes long-term investing, thoughtful asset allocation, low costs, and avoiding unnecessary complexity, generally favoring low-cost index funds and passive ETFs.