Business Owners

At Acorn Consulting, we work with family-oriented business ownerswho share the goal of balancing their business objectives with the needs of their families. While each client we work with faces unique financial challenges and opportunities, we believe it is important for business owners to have a clear understanding of their personal financial goals and whether they are on track to achieve them.

Working together with your team of advisors and leveraging our knowledge and experience, and the skills of our enhanced network of trusted professionals, we provide the following services to address your personal and business-focused goals and objectives:

  • Comprehensive financial planning
  • Cash flow management
  • College funding
  • Investment advice
  • Retirement Income & Distribution Planning
  • Personal and business asset protection
  • Business Succession Planning
  • Buy/sell agreement Funding 
  • Executive benefit & retirement plans
  • Financial analysis of the business
  • Detailed business planning
  • Profit-sharing and 401(k) plans

From comprehensive financial planning to targeted business services, our goal is to help coordinate all aspects of your financial life to help you achieve your personal and business goals and provide financial security for you and your family.

Who We Serve
Acorn Consulting Services, Inc., A Registered Investment Adviser is independent of Royal Alliance Associates, Inc. a member of FINRA, SIPC.