Komich Capital Advisors

Helping Families, Businesses, and Individuals Grow and Preserve Wealth Through Custom Investment Strategies

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How We Help You Reach Your Financial Goals

Step One

First, we’ll get to know you and better understand your relationship with money– Where you are now, how you got here, and where you want to go.

Step Two

Next, you’ll get to know us and see how we’re best suited to lay out the roadmap and guide you on your financial journey.

Step Three

Last, we’ll execute your plan and revise it as your circumstances and goals change.

Read the Latest on the Blog

How to Build a Financial Safety Net for Financial Security

In Marvin Gaye’s cool jam, “Trouble Man”, he sings, “There are only three things for sure, taxes, death, and trouble, oh this I know.” Financial advisors help us avoid taxes, and life insurance policies protect our families’ finances from unexpected death, but how do we prepare for trouble? I start every financial plan with the […]

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Risk-averse Investors Versus Risk-seeking Investors

In last month’s article, we explored the relationship between financial planning and investment management, and how any investment necessitates a well-defined financial plan to determine the investment time horizon. This time horizon dictates the ability to take risks, and this month we will talk about a saver’s willingness to take risks. A person’s willingness to […]

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Understanding Your Willingness and Ability to Take Risks

In Sinatra’s classic pseudo-limerick, “Love and Marriage” he sings, “Love and marriage, Love and Marriage, Go together like a horse and carriage. This I tell you, brother, you can't have one without the other.” Maybe you can in 2023, but you definitely cannot have a sound investment strategy without a solid financial plan. When choosing […]

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Learn How We Help You Grow and Protect Your Wealth

Ready to take the first step in your journey to your financial destination? We’re here to help guide you along the way.

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