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Aurora Financial Advisors, LLC

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Aurora Financial Advisors, LLC

Overview:

Aurora Financial Advisors, LLC, is an independent, fee-only, financial advisory company. We provide sound, impartial advice intended to help you achieve your financial goals through a wide range of planning, advisory, investment management, dispute resolution, and tax services.

We specialize in four areas:

Investment Management – as its title suggests, this involves the management of clients’ financial investments. This service is provided at a number of levels: discretionary, direct management of client portfolios; oversight of investments held “away” e.g. on a retirement platform or at another broker/custodian with whom we are not affiliated; lead advisor, where we act as the “manager of managers” for high net worth clients.

Financial Advisory – which consists of two distinct services: financial planning, where we assist clients to develop a plan for their financial future; and financial advice, where we assist clients with resolving financial issues or problems that have not been anticipated and have the potential to materially affect a client’s financial future.

Tax Services – again, as the name would suggest, providing tax planning, tax advice and tax preparation services.

Dispute Resolution Services – a specialized service which reflects the fact that almost all disputes involve financial issues or the need for some sort of financial settlement. In particular, we have a wealth of experience in assisting with the resolution of disputes arising from divorce, estate administration, and intra-family disagreements regarding closely-held businesses and jointly-held assets.

History:

Founded in 2002 by Susan Miller, CPA, CFP, CDFA, President.

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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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