Let's see if we're a fit
Fee-only financial advisor for women
I work with a small number of women who are ready to stop worrying about money and start living the retirement they've earned.
See if we're a fit
Featured in
64 five-star reviews on Wealthtender
Who I work with
The process
We start with a relaxed conversation. No agenda, no presentation. I'll ask questions and mostly listen — I want to understand who you are, what's on your mind, and what you're hoping for. If I don't think I'm the right fit for your situation, I'll tell you honestly and help you find someone who is.
This is where we go deep. I'll send you a short prep document beforehand so you know what to expect. During our meeting, we'll build a complete picture of your financial life together — your assets, income, goals, values, and everything else that matters. As we talk, I map it all out visually in real time so we're both looking at the same picture. Clients consistently tell me this meeting alone changes how they think about their finances.
Within two weeks of our discovery meeting, I'll have an initial draft of your financial plan ready. We'll walk through it together — your retirement income strategy, tax planning opportunities, and what your money actually looks like month to month in retirement. You'll leave with clarity on where you stand and exactly what we'd do about it.
The first year or so involves more frequent conversations as we get everything in place — reviewing your tax return, your estate plan, your insurance, and refining your plan as your life comes into clearer focus. After that, we settle into a rhythm of meeting every six months. But my door is always open in between. Questions, big decisions, unexpected moments — reach out any time. That's what this relationship is for.
What I stand for
After more than 30 years of doing this work, I've learned that the most important things about financial planning have little to do with finance.
I don't start with your portfolio. I start with why money matters to you in the first place.
The question isn't just "do I have enough?" It's "enough for what?"
You didn't save all this money just to leave it behind.
I'd rather do meaningful work with fewer people than shallow work with many.
This is what I stand for. If it resonates, we should talk.
See if we're a fit Or read our guide to retirement planning for women →Client reviews
"Meeting with Russ gave me immediate confidence and peace of mind about my upcoming retirement. As a woman preparing for this next chapter, I felt truly seen, supported and encouraged. I felt excited and grateful to have found such an advisor."
Dianne K.
"Working with Russ from the very beginning, I feel heard. He asks intelligent yet empathetic questions to ensure he understands my goals and motivations. He will help you achieve your goals — and he will also challenge you appropriately if you are thinking too small. I trust Russ implicitly."
Tricia B.
"We chose Russ because he was the first financial planner that took the time to know who we were before making recommendations. It is great to call him — even on a Saturday before you make an offer on a house — to get confirmation that the plan will work."
Helen D.
"We are long-time clients and have trusted his steady guidance and timely advice. He helped us set goals which enabled us to strike a great work/life balance — and now in retirement, we are living the plan/dream."
Barbara P.
Reviews sourced from Wealthtender. All reviewers received no compensation and report no material conflicts of interest. Read all 64 reviews →
From the newsletter
March 25, 2026
The exercise that protects everyone you love
Read on Substack →March 18, 2026
What a client's story reminded me about time
Read on Substack →March 11, 2026
Because money without time is almost worthless
Read on Substack →A few of the things I hear most often — answered straight, the way I'd answer them on a first call.
Not always — but many women find it changes everything. Most of the financial industry was built by men, for men, and it tends to talk past what women actually care about: making decisions together, planning for a longer life, and navigating transitions like retirement, widowhood, or divorce. An advisor who centers those realities feels less like a sales pitch and more like a partnership.
The difference is less about the math and more about the relationship. I take time to understand your whole life — your goals, your worries, the people who depend on you — before we ever talk about portfolios. I explain things in plain language, reach out before you have to chase me, and plan around what you want your money to do, not just how it's invested.
No — I'm a man, and I'd never pretend the experience is the same. But I've built my entire practice around the financial lives of women, inspired by watching my own mother navigate a hard divorce with no one in her corner. Today, women in and near retirement are the only clients I serve.
I'm fee-only, paid a percentage of the assets I manage for you — and nothing else. No commissions, no products, no third-party incentives. That fee covers both your comprehensive financial plan and ongoing investment management, so the advice you get is simply advice — and you always know exactly whose interests I'm serving: yours.
I generally work with women who have around $2 million or more in investable assets. It's not about exclusivity — at that level, the income, tax, and estate decisions get complex enough that an ongoing planning relationship genuinely earns its keep. If you're near that range, it's still worth a conversation.
Fee-only means I'm paid only by my clients — never through commissions or product sales. Fiduciary means I'm required to act in your best interest at all times, not just when it's convenient. Together, they remove the hidden conflicts that are common in this industry, so the advice you get is just advice.
I'm based in Atlanta, but I work with women across the country. Nearly everything we do happens by video and phone, so where you live matters far less than whether we're the right fit for each other.
A short, relaxed intro call — no agenda and no pressure. We'll talk about where you are and what's on your mind, and figure out together whether working with me makes sense. You'll leave with more clarity either way.
Let's talk
The first conversation is free, relaxed, and completely focused on you. No pitch, no pressure — just an honest conversation about where you are and where you want to be.
No cost. No obligation.
or
Over 900 subscribers. Every Wednesday. No spam, ever.
