Get Rich Slowly LLC

Get Rich Slowly LLC serves individuals and families — including high-net-worth clients, professionals (such as physicians and advanced practice providers), owners of privately held companies — and also accepts non-natural persons such as organized business entities, charitable organizations, trusts, and estates. The firm provides portfolio management, personal financial planning, and U.S. federal tax planning services, offering both advisory engagements and optional add-on discretionary portfolio management.

The firm’s investment approach is centered on long-term passive, market-capitalization-weighted index strategies implemented primarily through mutual funds and ETFs, with an emphasis on low turnover and minimizing transaction and tax costs (a buy-and-hold philosophy). While leverage is generally disfavored, Get Rich Slowly LLC will consider margin borrowing in separately managed accounts only on a written client request and under specific conditions (e.g., demonstrated capacity and tolerance for higher risk, long investment horizon, and conservative margin limits).

Noteworthy features that distinguish the firm from many peers include its explicit acceptance of a range of non-individual clients (business entities and charitable organizations) and its documented, conditional willingness to use margin in client accounts — a capability uncommon among similar independent advisers. The firm also reports adopting the CFA Institute Asset Manager Code as the basis for its Code of Ethics and is led by management with both medical and formal financial/tax credentials and related business experience, which may influence the firm’s advisory scope and multidisciplinary planning services.