Our Philosophy

Client Centered

Life is about change, and when life changes money changes® (Susan Bradley, Sudden Money Institute). Change can be stressful for individuals and families. People and families experiencing significant change can easily be overwhelmed and operate far under their normal capacity in all areas. We at Glenayr Family Advisors are skilled and trained to understand individual and family dynamics during changing times. We can calm the overwhelmed, minimize regrettable decisions, and make life and family more comfortable and enjoyable. We believe in collaborating with all relevant family advisors to support clients in all areas of their lives.

Our goal is for clients to be clear about their vision and to be at ease with their money. We commit to providing on-going support for clients to live the lives they desire.