Our Philosophy


We believe that money is much more than dollars and cents. Your wealth represents your lifestyle, your security, and your vision for your future. In a world that is complex, our philosophy remains simple: we are here to make a meaningful difference in the lives of our clients.

We believe passionately in the cause and calling of planning, because we have seen firsthand the extraordinary impact it has had on the lives of our clients. At Ballou Plum Wealth Advisors, our professional philosophy can best be shared in simple terms:

  • We are unequivocally committed to the financial success and personal well being of our clients. In our view, these are the very reasons for professional wealth management. Every client has a different story, different circumstances and most important different needs. Our job is to listen and understand, and then develop a plan that is right for you.

  • Our advice is supported by high quality investment research and planning strategies. These important resources, combined with real experience, help promote long-term success that is based on your financial goals and suitable for your comfort level, time horizons and objectives.

  • Our client relationships extend well beyond wealth management. Our work together will play an important and ongoing role in your life. We act as trusted advisors, advocates and counselors here to guide and advise you along the way. We help keep the macro and micro view in focus at all times, evaluate your options and provide comprehensive information and prudent advice to help you make important life choices as they arise.

Perhaps more important even than our professional philosophy is our personal one: we care about our clients as though they are much more. Many have become personal friends, and all are valued partners in their wealth management journey. Our success is not just measured by our skills as wealth managers, but by the milestones we help them achieve.

We realize that you have options when it comes to choosing a private wealth advisor, and we believe there are few financial decisions more important than selecting the one that is right for you.  If you are looking for trusted advisors and an experienced team of professionals who believe in helping you harness the potential of wealth management in your life, we invite you to contact us.