Meet Your Smart & Passionate Team
“We believe that when people are better educated about their money, they experience less fear with the constant peppering of clickbait headlines that buzz through their phone and browser.”
— CHRIS & NATHAN, CO-FOUNDERS
Our team speaks your language when it comes to financial planning.
We started this journey in 2008 as two separate advisors, teaching people about the power of saving tax-free money at an early age (go Roth IRA!), and the compounding effect of systematically saving over time (set it and forget it!). A few years went by and after completing many client reviews, we started to realize the massive impact we had just by teaching people these concepts about their money.
This may seem very basic today, but our humble beginnings led us to specialize in working with incredibly busy, smart people, who believe in professional advice and delegation (and they tend to work in tech with Amazon or Microsoft or are retired/retiring very soon). Co-founders and co-partners Christopher Kaminski and Nathaniel Donohue joined forces and later went on to launch the independent wealth advisory firm that you are reading about right now backed by a vision to empower people to live life fully.
At Consilio Wealth Advisors, we are a team-oriented firm, collectively keeping your best interest in mind as you navigate financial decisions and life’s pivotal moments. When you work with us, you gain access to an entire team, not just one person.
