uilt for you.

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Independent · Fee-Only · Fiduciary

Fee-only financial planning and investment management for busy professionals — attorneys, physicians, engineers, educators, coaches, founders — and the families who count on them.

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About Us

The Blackacre Philosophy:
personal attention with institutional rigor.

In law, "Blackacre" is the classic placeholder for property itself. The name that stands in for the thing worth protecting. I chose it because that's the mandate here: build a permanent, ironclad foundation for your net worth, and manage your balance sheet with the same precision you demand in your own career.

When you call Blackacre, you get the founder. Not a junior associate. Not whoever happened to be assigned your account. The person who built your plan sits across from you in every meeting. That's the point of a boutique.

Your financial life stopped fitting a template years ago. Equity that vests on someone else's schedule. A practice with its own payroll and its own risks. A tax picture that changes every time your career does. Generic advice treats those as separate problems. They aren't.

Blackacre exists to manage them as one picture: institutional-grade investing, proactive tax planning, and estate strategy under a single, unified lens. I am an independent, fee-only fiduciary. I don't sell products, I don't take commissions, and my only loyalty is to your outcome.

OUR SERVICES

Every dimension of your financial life, under one fiduciary roof.

From day-to-day planning to multi-generational strategy, we manage the full picture — so the pieces work together rather than in isolation.

01

Financial Planning

A comprehensive roadmap aligning your assets, income, and long-term goals. Financial planning is an ongoing, dynamic process. We build interactive models that stress-test your cash flow and integrate robust long-term planning, ensuring your day-to-day decisions actively back your largest lifelong ambitions.

Focus areas: Cash flow optimization, long-term planning, purchase modeling, and balance sheet tracking.
02

Wealth Management

Disciplined, research-driven investment management, personally directed. We utilize globally diversified portfolios tailored to your risk tolerance, time horizon, and tax profile. By utilizing low-cost, institutional-class fund vehicles, we implement structured portfolios engineered to capture market growth while managing downside risk.

Focus areas: Asset allocation, institutional-class fund selection, disciplined rebalancing, and global diversification.
03

Risk Management

Stress-testing and reviewing your personal balance sheet. Building wealth is only half the battle. We analyze your personal, corporate, and legal structures to identify potential vulnerabilities, helping to structure your assets to be more resilient against unexpected market fluctuations or liability risks.

Focus areas: Asset protection review, liability analysis, corporate structure alignment, and volatility stress-testing.
04

Retirement

Durable income strategies engineered to last decades. Transitioning from accumulation to distribution requires a structural shift. We build multi-decade distribution models designed to optimize withdrawal sequencing across account types, aiming to maximize the longevity of your capital through various market cycles.

Focus areas: Distribution sequencing, Social Security optimization, longevity modeling, and tax-efficient withdrawals.
05

Insurance Strategies

Coverage structured as capital protection — not product sales. In our capacity as fiduciary investment advisors, we provide objective oversight of your risk management needs. We evaluate your existing life, disability, and long-term care policies to ensure they serve as cost-effective tools for asset preservation, managing conflicts of interest transparently.

Focus areas: Independent policy audits, disability and life review, long-term care integration, and cost optimization.
06

Tax Planning

Advanced tax engineering for complex compensation and transitions. Every financial decision is a tax decision. We move beyond rear-view-mirror preparation to deliver proactive tax engineering, reviewing complex compensation, equity grants, and investment locations to structurally minimize your lifetime liability.

Focus areas: Tax-loss harvesting, equity compensation (ISOs/NSOs/RSUs), asset location, and annual forecasting.
07

College Planning

Multi-generational funding strategies, precisely timed. Funding a premier education requires balancing immediate cash flow with long-term compounding. We design custom strategies that utilize tax-advantaged vehicles, allowing you to confidently plan for the next generation.

Focus areas: 529 plan optimization, cash flow matching, financial aid strategy, and multi-generational gifting.
08

Clinical Practice & Medical Group Services

Optimizing cash flow, corporate structures, and advanced retirement plans for healthcare professionals. Dental practices and medical offices operate under unique operational and regulatory demands. We design and implement specialized retirement frameworks—such as Cash Balance and defined benefit plans—to drastically accelerate tax-deferred savings, while aligning your clinical practice’s cash flows with your personal wealth goals.

Focus areas: Cash Balance plan implementation, practice retirement infrastructure, tax-deferred savings acceleration, and business entity structural alignment.
09

Venture & Private Market Integration

Navigating valuations, liquidity events, and private equity allocations. For clients holding concentrated private stock or participating in venture capital, traditional models often fall short. We analyze the valuation, bidding mechanics, and secondary liquidity of your private holdings to integrate alternative assets into your unified net worth profile.

Focus areas: Private stock valuation tracking, secondary market liquidity planning, venture allocation monitoring, and concentrated risk modeling.
10

Estate and Legacy Planning

Coordinated wealth transfer strategies designed to protect your family and intent. A complete financial structure helps ensure your wealth transitions according to your objectives. We collaborate with legal specialists to align your wills, trusts, and directives with your broader wealth strategy, aiming to minimize future estate tax burdens and administrative friction.

Focus areas: Trust and will alignment, beneficiary designation reviews, estate tax minimization, and legacy structures.

Not sure where you fit? We'll map it out together.

SCHEDULE A CONSULTATION →

Rigor. Precision. Fiduciary Clarity.

01 / FIDUCIARY

Institutional-Grade Management

No Products. No Commissions. Full Stop.

We operate under a singular fiduciary standard — no proprietary funds, no insurance quotas, no hidden incentives. Every recommendation exists solely because it serves your net worth, not ours.

How we operate →

02 / INTEGRATION

Conflict-Free by Design

Every Decision, Connected

Tax, investments, insurance, estate, and practice structure don't live in separate silos — they interact. We architect your entire financial picture so each decision reinforces the next, not works against it.

How we plan →

03 / CLIENTELE

An Ironclad Net Worth

Built for the Complex Earner

From equity compensation and dental practice cash flows to venture allocations and estate transitions — we serve clients whose financial lives don't fit a standard template, and require an advisor who won't pretend they do.

Who we work with →

Who We Serve

Speak with a
fiduciary.

A more deliberate approach to managing complex wealth begins with a single, conflict-free conversation.

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