Fyvie Financial LLC

Fyvie Financial serves U.S. and cross-border individuals and families with fee-only advisory and financial planning services and provides discretionary portfolio management delivered primarily through wrap-fee arrangements. The firm also offers tax preparation, bookkeeping and payroll services for small-business clients and performs limited sub-advisory work for other advisory firms.

The firm’s investment process is individualized: clients complete multiple assessments (including two risk measures and an ESG/SRI beliefs assessment) and portfolios are constructed to reflect each client’s unique goals rather than off‑the‑shelf model portfolios, with separate segmentation for domestic U.S. and international needs. Financial planning is offered as comprehensive fixed-fee reports or as subscription-based services that include monthly actionable items and access to discounted hourly consulting.

Distinctive features for a firm of this size include managing essentially all assets via wrap programs and explicit cross-border capabilities, including limited U.K. pension consulting and assistance with transfers to SIPP arrangements when appropriate. Fyvie also maintains an affiliated accounting practice and delivers tax, bookkeeping and educational seminars and speaking engagements, broadening its service mix beyond typical supported firms.