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About Us

Managing Financial Plans For Families & Businesses

Founded in 2010 by Rolf White, Business & Family Advisors was born from a vision to create a financial advisory firm that truly embodies the needs of both businesses and individual families. Rolf's passion for helping clients navigate their financial journeys has been the cornerstone of our firm since its inception.

Developing Personal Success Stories, One Goal at a Time

Developing Personal Success Stories, One Goal at a Time

Our mission is to collaborate with clients through a structured planning process, guiding them towards their financial goals. This collaboration helps remove emotional barriers, allowing clients to stay focused even when external conditions like market fluctuations and economic shifts create discomfort. 

We believe that when clients adhere to this planning process, they can uncover opportunities and work towards their financial aspirations, no matter the external environment. 

Success is a personal journey – it should be measured by individual goals and needs, not by comparing oneself to others.

A Look Into Our Process

Our aim in our approach is to support clients in bringing their unique contributions to the wealth planning process, working diligently towards their objectives, and  implementing our tailored suggestions.

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.

Step 5:
Monitor & Review

Our relationship doesn't end with implementation. We continuously monitor and review your plan, making adjustments as necessary to keep you on track towards your goals.

Our Difference
Our Leaders

Rolf White AIF®

Rolf White AIF®

President

With 23 years of experience as a Registered Representative, I am dedicated to helping individuals successfully transition from their working careers to fulfilling retirements. At Business and Family Advisors LLC, I specialize in wealth...

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Soren White

Soren White

Insurance Agent

I am an Insurance Agent at Business & Family Advisors, where my primary responsibility is to assist our clients with Medicare, group benefits, and life insurance. I've been working in the financial services industry for nearly two...
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Jolene White

Jolene White

Office Manager

I am the Office Manager at Business & Family Advisors, where my primary responsibilities include managing Rolf and Soren's calendar, setting up meetings, appointments, and client reviews, answering the phone, assisting with Continuing...
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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.

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