Let's Answer Those Questions.
Here are some questions you might be asking, and ones we think you *should* be asking!
Planning a retirement, and doing it with the care and detail that we know it requires, is a LOT! We decided to dedicate our firm to supporting folks as they transition into retirement.
Glad you asked! We're really proud of this one.
Many of our clients work in science and pharmaceuticals, and we are total science nerds ourselves.
We believe the principle of buoyancy says a lot about what a meaningful retirement can be – reliably stable, and carefully crafted so it can float even when the water gets a little choppy.
We're based in Flourtown, PA, pretty close to Philadelphia. We operate mostly as a virtual firm, so we can meet with you wherever you're located (in the U.S., that is...sorry Canadians!).
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We work with retirement-minded folks with $2–5M portfolios, with at least $1M of investable assets, as a minimum.
If you don't meet this criteria, we might not be a great fit, but you can always reach out anyway, and we can provide resources for you.
Investing at Buoyant starts with your goals, first and foremost. We take the time to assess your needs and retirement desires, and then design an investment portfolio specifically for you.
We utilize a passive investing approach, with a particular focus on keeping costs and tax liabilities as low as possible.