Your family. Your legacy. Your plan.
Bespoke Family Advisors — Fee-Only Financial Planning
Welcome to Bespoke Family Advisors
We are a fee-only, fiduciary financial planning and wealth management firm built around one idea: families deserve a dedicated advisor, not a product salesperson, a generalist, or a rotating cast of associates.
Allen works directly with every client, no handoff to junior staff, no commission-based product recommendations. Our fees are based on the assets we manage for you — so as your wealth grows, so does our incentive to help protect and grow it. We don't earn commissions or product-sale compensation.
Our three service suites, Heritage, Legacy, and Launch, are designed to meet families where they are, from the complexity of business ownership and estate planning coordination to the early-career financial foundation that compounds over a lifetime.
What brings families to us
Problems We Were Built to Solve
Disconnected advisors
Most families act as the unpaid go-between for their own CPA, attorney, and investment manager, relaying information between professionals who don't talk to each other, with no one accountable for the gaps.
Bespoke coordinates directly with your other professionals so decisions are made together.
Plans that go stale
A financial plan built once and revisited only occasionally drifts out of alignment with your actual life.
We replace ad hoc advice with a structured annual rhythm, providing a consistent, predictable framework tailored to your family's needs.
Business owners underserved by generalist planning
Business owners carry concentrated, illiquid wealth tied to a company that depends on them personally. Succession, buy-sell agreements, and business/personal balance sheet integration are real, recurring needs that generalist planning ignores.
Bespoke's Legacy suite is built specifically around the complexity business owners carry.
Estate plans signed once and forgotten
Wills, POAs, and trusts are commonly created once and never revisited, including trusts that were signed but never funded, which accomplishes very little.
Our annual review cadence and Estate Plan Readiness process are built to catch this directly.
Fee-only, fiduciary advice can be hard to find
Commission-based and product-selling advisors still make up a meaningful share of the local advisor landscape, creating conflicts of interest clients often don't see.
Bespoke is fee-only and fiduciary. We are paid only by you, never by product sales or commissions.
How we work together
The Planning Process
Intro Meeting
We assess mutual fit, build rapport, and share about our firm and pricing to confirm next steps together.
Discovery Meeting
Focusing on your concerns, goals, and desires allows us to understand your unique needs and financial objectives.
Get Organized Meeting
We collect necessary information while helping you sort through your financial life and get organized before planning begins.
Plan Delivery Meeting
We develop and present your financial planning strategies. The goal is to commit to the top 2 or 3 recommendations together.
Ongoing Planning
We implement your remaining recommendations together and meet throughout the year to ensure meaningful progress.
What Sets Us Apart
Transparency
Fee-only and fiduciary. We are paid only by you, never by commissions, product sales, or referral arrangements. Our interests are aligned with yours by design.
Locally Rooted
Based in Ohio, serving Ohio families. We understand the local business landscape, estate planning coordination environment, and the communities our clients call home.
Relationships
Direct access to Allen. No junior advisors, no call centers, no rotating staff. The relationship you build is the relationship that manages your wealth.
Ready to take the next step?
Schedule a complimentary discovery conversation to explore whether Bespoke is the right fit for your family.
Free Resource: Trusts, Estates & Generational Wealth
A plain-language guide covering revocable and irrevocable trusts, probate avoidance, dynasty trusts, charitable planning, and building a multigenerational legacy. Enter your name and email and Allen will send it directly.