Financial Staples

Overview

Financial Staples is an independent registered investment adviser organized as a limited liability company that serves individual and family clients. The firm operates as a capital allocator and provides a mix of financial planning, portfolio management for individuals and small businesses, and selection-of-other-advisers services. Its business model combines ongoing discretionary portfolio management with project-based work — clients can be billed on a percentage-of-assets basis or via hourly or fixed fees. Investment activity centers on public pooled vehicles rather than bespoke private strategies. Financial Staples lists its primary advisory activity as managing discretionary portfolios and selecting outside managers when needed, which suggests a practical, outsource-friendly approach to filling capability gaps rather than building a deep internal alternatives platform. The firm is not identified as an active ESG investor and is active at a single-state level.

Assets & Accounts

Investments & Alternatives

Location & Offices