Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

For many, financial and investment planning is the equivalent of making sure that you have enough money to retire comfortably with. At Ithaka Strategic Partners we challenge the conventional focus of retirement planning and place equal if not more importance on the years that get you there. The inspiration of our firms name also defines our planning approach. 

In our experience the one constant in life is change. Most often our goals are realigned and evolve just as we do. Our mission is to help establish strong financial habits that empower you to enjoy your journey and have the time to spend it as you want. Our comprehensive financial plans are build to evolve, adapt and protect your assets as you go thru the different stages of life and beyond. We look to reduce the financial complexities and built your financial confidence.

As financial planners we leverage our banking and investment experience to align you financial assets towards achieving your goals. We are client centric and relationship first. We are excited to share in your success and support you when needed. 

As independent registered investment advisors we can offer global investment exposure to our clients and are able to find opportunities other may overlook. We are accountable for portfolio construction and performance and approach our recommendations with a sense of ownership. 

We look to build long-term relationships that encourage open and honest communication. We look to empower you to have the ability to enjoy the journey and take the needed steps to have a prosperous destination.

Having a financial conversation is challenging enough, we invite you to take the first step and connect with us and see if we are the right team for you.