Personal CFO for entrepreneurs and investors.
"I am building my forever business that I plan to operate for the rest of my career. In building our team, we only hire people who we would want as mentors for our children. For clients, we accept only those who share our values, and with whom we want to partner for decades to come. As a wholly founder-owned firm, we have no external pressure to grow our team or our client base, and can focus solely on what is in the best long-term interest of our clients."
Founder and CEO Phil Swisher
Trevian Wealth Management is a high-touch, fast-growing national boutique registered investment advisor. We work only with entrepreneurs and investors, and our clients all have high-velocity and high-complexity lives. The service model is unlimited-we are a personal CFO, that optimizes everything that is important to a client’s personal finances, bounded only by what’s legal and ethical. Visit our website www.trevianwealth.com
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