Our Story

Highland is a financial life management firm that provides wealth counsel, investment advice, and financial planning and execution grounded in transparency and deep experience.

Founded in 1999, we specialize in advising executives, professionals, business owners, wealth beneficiaries, and other high net worth individuals who want a thoughtful approach to integrating their life and money.

Our greatest asset is in helping people understand where they are in the wealth life cycle and then customizing services to meet those needs. By taking a mindful approach to managing our client’s assets, we provide financial guidance so our clients and their families find clarity, reduce complexity, and live inspired lives doing what they love.

At Highland, we view our clients as more than just their money, which allows us to build deep, enduring, and trusted partnerships with them. We pride ourselves on an intimate, boutique atmosphere that offers a rare combination of sophisticated financial advice with a mandate for client care.