Blair Sheehan Steffens Akins Han Team

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SINGLE team. Diversified experts.

Yes, You Can Have Both.

The Blair Sheehan Steffens Akins Han Team is your advocate for all aspects of your financial life. We act as your Family CFO, leading cohesive strategies beyond just investments. We help you best leverage your assets, while also managing risk. We are a team of not only CERTIFIED FINANCIAL PLANNER® professionals, but also CPAs, MBAs and J.D.s. With our highly credentialed experts and technical capability we are able to solve complex challenges for our clients with seamless, comprehensive service.

OUR COMPREHENSIVE APPROACH

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MULTI-GENERATIONAL PLANNING

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PROACTIVE Tax Planning

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Estate PLANNING

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Retirement Planning

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LONG-TERM CARE

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Education Funding

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Risk Management

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Business Planning

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INVESTMENT MANAGEMENT

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DEBT MANAGEMENT

we do more so you can too

Our Comprehensive Approach is delivered to benefit you however you need it most.
We have been working with wealthy families for 25+ years and understand complex financial lives.
We save you time and provide clarity to help you reach your life’s goals.

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more time

We have concierge services to assist you with things like bill pay and bookkeeping. We are also available to help you have some of the difficult conversations in family meetings and inheritance discussions. Consolidating your wealth creates efficiencies for you:

Fewer meetings
Less paperwork
Fewer login credentials to track
Less work at tax time

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CLEAR ALIGNMENT

Having a singular financial advisor partner, like Moneta, means you don’t have to manage the managers, and there is no question on accountability. We are committed to doing what’s in our clients’ best interest, which includes:

Consolidated reporting
Consistent investment policy
Comprehensive tax strategy considerations
Holistic portfolio allocation

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returns

Some engage with multiple advisors to try to attain investment diversification. In analyzing the numbers of individual stock positions of each fund, we have found that approach more commonly leads to duplication and dilution. Also adding to the bottom line, advisory fees we have found are also less with a singular financial advisor. Fee structures at most firms benefit those who consolidate.