Nonesuch Advisors

The firm provides financial planning, investment strategy and start-up and small-business consulting for entrepreneurs, small-business owners and their principal executives. Clients are typically business owners or executives — some have more than $1 million in investable assets while others have substantial net worth tied up in business interests — and the firm will, in limited cases, work directly with businesses and trusts.

The firm develops investment plans using fundamental analysis and principles of modern portfolio theory, favoring diversified portfolios built primarily with mutual funds and ETFs and an emphasis on cost and tax-aware asset location. It does not provide ongoing discretionary portfolio management or custody of client assets; recommendations and step‑by‑step trading instructions are provided for clients to implement, and fees are charged on fixed‑fee or hourly bases rather than as a percentage of assets under management.

Noteworthy aspects include a very small client roster and an explicit practice focus on the intersection of personal and business financial issues, including business formation, succession, financing and exit planning handled under fixed engagements or hourly project work. The firm discloses a significant outside business activity — a co‑owned wine business that the principal devotes substantial time to — and describes recordkeeping and scheduling practices intended to mitigate any related conflicts.