• Ignite

Ignite: Not your typical virtual advisor

The world is constantly changing, and your financial plan should adapt and grow with it.

Talk to an Ignite Advisor
Request an Introduction Image
Request an Introduction

Individuality

Create a plan that’s distinctly yours

You are your own person, and your finances are no different. You need tools that meet your specific needs and find solutions to your specific issues.

Partnership

Money decisions made easier

We’re here to support you and your plan financial planning advice with a team of financial professionals who have a fiduciary duty of care and loyalty to our clients.

Convenience

Financial advice from the comfort of your own couch, beach, or wherever you may be

Regardless if it’s for your business or your personal life, you should have a clear picture of your wants and needs. Let us help you determine realistic, attainable, and purpose-driven steps so that you can achieve your definition of success.

Benefits Integration

Put your employer to work

There could be untapped value in your company’s benefits package, so why not utilize it? Potentially maximize these offerings and integrate them into a holistic plan focused on you.

Whole Picture

See every aspect of your financial life

We believe financial planning should be a look at the whole picture, not just one piece of it. You need a service that considers all of your financial activities including your cash flow, savings, and debt so that we can help you make a plan to get you want you want out of life.

Set your finances on the right course.

Take the Next Step

Insights

Stay in tune with the latest information.

Cheryl Donaldson

Senior Principal

Individuals and Families

401(k) Planning for 2023

November 22, 2022 - Principal Cheryl Donaldson shares an overview on the potential long-term value of maximizing 401(k) savings and the optimal 2023 401(k) contribution election amounts.

Paul Chmielewski

Partner

Estate Planning

2023 Gift, Estate, and GST Tax Changes

December 2, 2022 - Partner Paul Chmielewski highlights the gift, estate and GST tax changes for 2023.

Judith Gordon

Principal

Estate Planning

A Primer on Planning for a Special Needs Child

December 18, 2023 - Special needs planning is designed to provide a way to take care of a disabled family member without disrupting the individual’s eligibility for government benefits.

Like what you see?
See More Posts

Your Introduction to a Trusted Financial Partner Awaits

Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor.

Schedule your complimentary 30-minute discovery call so we can understand your unique financial goals and match you with the advisor well suited to your needs.

Dustin Ribergaard's headshot

Dustin Ribergaard

Lead Concierge

Find your ideal financial advisor with our personalized Concierge Program.

Schedule a complimentary discovery call now:

Book Time Online Now

Where are your liquid assets held?

Book your meeting

This 30-minute call with me is designed to better understand your unique financial and life goals and match you with the advisor most well suited to help.

Looking forward to
speaking with you!

Dustin Ribergaard

Lead Concierge

Dustin Ribergaard's headshot

Thank you for your interest

Thank you for your interest in our financial services. We appreciate the opportunity to connect and learn about your financial goals. A representative will be in touch to discuss your financial needs.

Thank you for booking a meeting with us!

We look forward to connecting with you soon.

Here are some valuable insights to read before your meeting

James Lebenthal

Partner & Chief Equity Strategist

Economic and Market Outlooks

Video: December 2025 Economic and Market Outlook

December 3, 2025 - There’s been recent volatility in the equity markets, reflecting multiple concerns, including a possible AI bubble. But as Partner and Chief Equity Strategist Jim Lebenthal…

James Lebenthal

Partner & Chief Equity Strategist

Economic and Market Outlooks

Should Investors Fear an AI Bubble?

November 20, 2025 - Investment bubbles have formed countless times in the history of financial markets. Their creation is not the primary cause of concern—the manner in which they…

Ralph Coutant

Senior Principal

Individuals and Families

Is the Stock Market Overvalued? What Investors Can Do

December 2, 2025 - The last few years have been a good time for U.S. equity investors. But lately, people are questioning if we’re in another stock market bubble…

Learn about our Privacy Policy

By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.