Financial Solutions that Work for Your Business and Your Family

Friederich Small Business Advisory works with family-based small business owners to help them balance the risks and rewards of growing their business while protecting their wealth for their family. We work with clients on a fee basis serving as the go-to financial advocate to help them leverage the success of their business throughout life’s stages. Family-based small business owners face many challenges; it is our goal to reduce the financial stresses commonly associated with running a successful business and meeting the needs of family through our financial planning services.

Our Services

• Wealth Management Solution – Our wealth management solution is designed to address both your personal and business needs. It begins with a thorough analysis of your vision, goals, challenges and resources. Our wealth management solution clients benefit from a long-term advisory relationship that provides you a financial advocate by your side to better plan for the challenges and opportunities you and your family face. Your wealth management solution may address:
  • Estate planning

  • Investments

  • Insurance needs

  • Retirement planning

  • Tax planning

  • Education planning

  • Net worth
  • Cash Flow
  • Business performance
  • Employee benefits
  • Business valuation
  • Succession planning, etc.

The process is designed to identify problem areas, set priorities, recommend solutions and create a wealth management roadmap with on-going monitoring using goals-based reporting.

• Investment Management – Our professional investment strategy is designed with your goals in mind using an academic-based and market-tested investment philosophy. Our individual portfolios are designed to manage your risk, provide tax efficiency, be cost conscious and are distinguished by diversification and liquidity.
• Retirement Plan Design, Management & Education – Whether your business needs a 401K, SEP IRA, Defined Benefit or other retirement plan, we can help. We can design the right retirement plan based on the needs of your business; help you leverage the plan for your objectives while delivering valuable benefits to your employees. Advisor-led Investment Committee and employee education provide an additional employee benefit and help you manage your fiduciary responsibilities

Why work with us?

• Independent Investment Fiduciary – our focus is on the best interests of our clients.
• Industry Leading Solutions – giving you access to best of breed products and services including Charles Schwab, Dimensional Funds, and other leading providers.
• Team-based Approach – we work with complementary professional service providers providing a single point of contact with access to a network of best in class resources
• Personal Services – our boutique design allows for personalized service to each of our clients
• CFP® Professional– over 8 years experience
• Fee-based advice – we are paid by our clients, aligning our interests with yours
• Specialize in working with small business owners and their families.

Meeting Locations in San Jose and Morgan Hill, CA, or arrange to meet at your office.

For a Free consultation, plan review or to obtain more information, call 408-910-7639 or 408-799-0699 ext. 233.

© 2011 Friederich Small Business Advisory. All rights reserved. Investment advisory services offered through RNP Advisory Services, Inc. a Registered Investment Advisor. RNP Advisory Services, Inc and Friederich Small Business Advisory are not affiliated.