For those who have spent their lives teaching, leading, and serving others, we provide thoughtful, comprehensive financial planning
Tenured Advisors and NewEdge Advisors, LLC are not affiliated, endorsed nor employed by any of the colleges/universities listed.
Small By Design
Tenured Advisors is a full-service wealth management firm providing personalized, in-depth financial planning and exceptional client service.
We intentionally work with a limited number of clients—much like a small class size—so we can understand each client’s situation deeply, stay closely involved, and deliver thoughtful, high-touch advice over time.
Because meaningful financial advice isn’t transactional—it’s personal.
Independent Advice. Institutional Strength.
To support our independence, we’ve built our practice on a strong institutional foundation that provides the oversight, resources, and scale required to serve clients prudently. Our structure creates multiple layers of oversight while ensuring our sole responsibility is to act as a fiduciary — providing objective advice aligned with our clients’ best interests.
Why NewEdge Advisors
NewEdge provides the technology, research access, trading capabilities, and regulatory oversight that support our work behind the scenes. Built by advisors, NewEdge allows us to uphold institutional standards while remaining focused on long-term planning and meaningful client relationships.
Why Charles Schwab & Co.
Your assets are held in your name at Charles Schwab, one of the most trusted custodians for independent advisors. Schwab safeguards assets, executes trades, and provides secure account access.
Independent Advice. Institutional Strength.
To support our independence, we’ve built our practice on a strong institutional foundation that provides the oversight, resources, and scale required to serve clients prudently. Our structure creates multiple layers of oversight while ensuring our sole responsibility is to act as a fiduciary — providing objective advice aligned with our clients’ best interests.
Why NewEdge Advisors
NewEdge provides the technology, research access, trading capabilities, and regulatory oversight that support our work behind the scenes. Built by advisors, NewEdge allows us to uphold institutional standards while remaining focused on long-term planning and meaningful client relationships.
Why Charles Schwab & Co.
Your assets are held in your name at Charles Schwab, one of the most trusted custodians for independent advisors. Schwab safeguards assets, executes trades, and provides secure account access.
Specialized Planning for Professors & Professionals
We specialize in serving university and medical faculty — and their families — through every stage of their professional and financial lives. From early-career professors building their foundation to tenured faculty refining complex benefit and retirement plans, and families preparing for multigenerational wealth transitions, our team provides clarity and coordination at each step. We understand the nuances of university retirement systems, deferred compensation plans, and TIAA Annuities.
Helping families align their resources with their goals and values
Academic Community
Many of our clients have enjoyed lengthy careers in education, and we are well-versed in the decisions and choices unique to this career path. We also have specialized experience overseeing university retirement plans.
Medical Professionals
We have firsthand experience with the financial needs, concerns, and wants of physicians. As a result, we are well poised to help those in the medical community pursue their financial goals and plan for their professional and personal future.
Multigenerational Families
As much as we love working with our clients, we equally enjoy getting to know the next generation. In addition, we have the resources and experience to support our clients' trust, estate, and intergenerational wealth transfer planning needs.
Start a Conversation About Your Financial Future
Our team is ready to help you navigate your financial future with clarity and confidence. Reach out to start the conversation today.