Financial Advisor & Wealth Manager
For Business Owners & liveaboard cruisers, as well as other successful professionals.
Small Business Owners
We help entrepreneurs and business owners navigate unique financial challenges. From retirement plans like SEP IRAs and 401(k)s to health savings accounts and insurance strategies, our goal is to maximize tax benefits and protect your assets.
For advanced business planning and strategic financial services, visit Islands East Financial Solutions.
Liveaboard Cruisers (Boaters)
We specialize in financial planning for boaters living aboard or cruising long distances—whether full-time or seasonal. From Great Loop adventures to Caribbean and ICW routes, we help manage assets remotely and plan for long-term cruising goals.
Explore strategies tailored to your nautical lifestyle with Islands East Advisors.
Successful Professionals
Islands East Advisors (IEA) primarily caters to the unique needs of small business owners and liveaboard boaters. However, the firm extends its services beyond this group, with a significant number of clients coming from various professional backgrounds. IEA is inclusive and offers detailed financial and investment guidance to all professional households seeking such expertise.
401(k) Retirement Plan Advisor
Business owners who provide a 401(k) retirement plan for their employees are required to hire an Advisor for consultation on their plan. At IEA, we offer complimentary reviews of your current 401(k) plan to assess whether you or your employees are paying excessive fees. We often discover that many companies are overpaying for the services provided by their current Advisor. At IEA, we partner with ADP or Guideline to offer customized retirement plans with affordable fees, saving your company money and leaving more of your employees' savings in their accounts.
Memberships & Partners
