Broker Check

We are dedicated to Helping our clients
by offering a comprehensive suite of professional services.

Get Started

What We do
Empowering Clients With Well-Rounded
Financial Strategies

At Business & Family Advisors, we stand out through our commitment to holistic wealth management. We provide comprehensive services ranging from financial planning, investment-related tax analysis, and estate planning to investment and income planning. Our team collaborates with tax and estate planning professionals to offer a complete financial picture.  

On the business side, we provide a full suite of benefit options, including retirement plans and personalized employee education, establishing that our clients receive well-rounded support.

Who We Help
Partnering With Professionals For Seamless Trust

Our services are tailored for educated professionals who prefer professional guidance for retirement.

Executives & Professionals

Executives & Professionals

We cater to those who value experience in navigating their financial journeys.

Learn more
Business <br/>Owners

Business
Owners

Our partnership with business planning experts provides integrated solutions for entrepreneurs.

Learn more
Multigenerational Families

Multigenerational Families

We assist families in managing wealth across generations, preserving legacies.

Learn more
Pre-Retirees &#38;<br/> Retirees

Pre-Retirees &
Retirees

We focus on building a fulfilling retirement through strategic planning.

Learn more

How We Help
Aligning Your Goals With Personalized Wealth Strategies

Building long-term relationships is our greatest value, providing clients with efficiency and confidence while managing their lifestyle.

Financial Planning & Wealth Management


Our comprehensive approach aligns your financial goals with personalized strategies.

Learn more

Social Security
Planning


We offer insights to maximize your benefits and integrate them into your retirement plan.

Learn more

Group Benefits
& 401(k)


Tailored solutions help businesses offer competitive benefits to their employees.

Learn more

Employee
Education


We empower employees with knowledge to make informed financial decisions.

Learn more
Our Services

Free Quiz
How Much Do You Know About Investing?

Take our investment quiz to discover how much you really know about investing. Challenge yourself, gain insights, and pave the way to smarter investment decisions. 

Who We Are
Forming Financial Futures For Over 15 Years

Founded in 2010 by Rolf White, Business & Family Advisors was created to meet the financial needs of both businesses and families. Rolf's dedication to guiding clients on their financial journeys has been the foundation of our firm. Our mission is to collaborate with clients through a structured planning process that helps eliminate emotional barriers and keeps them focused amidst market and economic changes. We believe that adhering to this process allows clients to discover opportunities and pursue their financial goals, with success being defined by individual needs rather than comparisons.

Our Process
Guiding You Every Step Of The Way

Step 1:
Introduction Meeting

Our journey begins with an introduction meeting, where we get to know each other and discuss your initial financial concerns and aspirations.

Step 2:
Discovery Meeting

In the discovery meeting, we delve deeper into your financial situation, exploring your goals, priorities, and any potential challenges.

Step 3:
Planning Review Meeting

 We present a customized financial plan during the planning review meeting, offering strategies tailored to your unique circumstances and objectives.

Step 4:
 Implementation

Once the plan is agreed upon, we move to the implementation phase, putting the strategies into action and aligning them with your financial goals.

Our Resources
Explore Our Knowledge Library

Explore our comprehensive suite of resources today and learn more about enhancing your financial well-being. With us, you can access valuable tools and insights that can help you achieve your financial goals.

Exploring the Federal Student Grant Program

Exploring the Federal Student Grant Program

Learn More
Building Your Legacy

Building Your Legacy

Learn More
Insurance Needs Assessment: When You're Young and Single

Insurance Needs Assessment: When You're Young and Single

Learn More

Contact Us
Ready To Get Started?

Schedule an appointment with our experienced financial professional to start building a roadmap towards a financial plan for you and your loved ones.

Let's Talk

Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."
Thank you! Oops!