How Tilia Does It

We are optimists who believe that even in the darkest times, the brightest sparks are born. We stay invested in stocks, bonds, CDs and commodities concurrently and specific to each client’s needs.

We invest, manage and report, helping individuals, trusts, charities and small businesses build simple to complex financial plans. We also have well-established strategic partnerships in the fields of insurance, estate, accounting and life planning.

We develop long-term, multi-generational relationships with our clients, affording us the opportunity to guide clients through life’s financial milestones.

Where are you on your financial journey?

Services

Start your financial journey

We develop long-term, multi-generational relationships with our clients, affording us the opportunity to guide clients through life’s financial milestones.

20 - 30

Learners, Savers, & Foundation Builders

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30 - 45

Investors, Accumulators, & Nest Builders

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45 - 65

Wealth Accumulators, Net Loaners, & Planners

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65+

Savers, Strategic Partners, & Teachers to Learners

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START INVESTING

Fiduciary Choice Portfolios

For early investors with under $50K, Tilia offers a professionally constructed, low-cost, adaptable managed portfolio with investment consultation at a reduced hourly rate.

This portfolio is perfect for:

Aspiring
Investors

Young
Professionals

Late
Starters

Let's plant the seeds of your financial future.

Start Investing

 

FOR BUSINESSES

Retirement Plan Consulting

Tilia provides retirement plan consulting services to businesses of all sizes.

As fiduciaries, we work to lower your overall costs (seen & unseen), and align the plan with the best interests of you and your employees. Many legacy retirement plans are bloated with layers of unnecessary costs, while offering limited, lackluster investment options.

Improve your employees retirement outlook.