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About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s valued advisor.

Our Mission

As a firm, our focus is to understand your goals and develop a plan to pursue them. We will meet with you to present an analysis and discuss our recommendations.

Our Process

A strong planning process is the best way to create a more financially independent plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

What We Cover


Estate Planning

When you’ve gone through a life transition it can become necessary to update your estate plan. NewMaker can help walk you through the process of updating your beneficiaries and finding the right attorney if one is needed.

Insurance Planning

New circumstances may mean new risks you would like to cover with insurance. NewMaker can help you uncover those risks, determine if insurance is needed, and if it is needed we can put you in touch with the right policy.

Tax Planning

There are few strategies that can help your finances more than a proper tax strategy. If you have a CPA then NewMaker can partner with them to integrate your investment strategy and tax strategy to optimize both.

Retirement Planning

The most common question we get when someone goes through a big life change is “how will this impact my retirement?” At NewMaker we understand that retirement is one of your biggest goals.

Our Team

Who We Serve



Divorce is a difficult time of transition for everyone involved. Throughout the process it can be painful and frightening to think of your future, or the future of your children. Planning can help illuminate that future.

Widow / Widower

Widow / Widower

You’ve planned your whole life with one person, and now you’ve lost them. Finding your footing during this time is so crucial, because you have a world of emotion on your shoulders.

Loss of a Parent

Loss of a Parent

Losing a parent can make you feel lost and alone. Finding your way through that emotional landscape can take a lot of effort, and if you are receiving an inheritance you may be asked to make decisions you aren’t ready to make.

Life Transitions

Life Transitions

There are many more life transitions that can leave your finances vulnerable than those listed above. From disability to loss of a job, there are many ways that our best laid plans can be shaken.

Learn More About Who We Serve

Team photo

At NewMaker, we aim to be an approachable and reliable partner that empowers you through education while providing holistic vision planning and investment management.

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Our 5 Promises


1. Your future is our priority


2. We are judgment free


3. We will respect your concerns


4. We are transparent


5. We act as fiduciaries in our advisory relationships

Education Center

Divorce is so huge and messy, it's hard not to just let it happen to you and take it as it comes. A financial planner can help facilitate a more supportive environment that helps put you in control, understand the landscape better, and drive potentially better outcomes. Read on for more information on how a financial planner can help.