Sound foundations · Clear counsel
Advisory Services for Business in Motion.
Finance, tax, legal, and insurance — for the business and for each owner — coordinated by one team.
One monthly fee, not a stack of invoices from four providers.
What we do
Two parallel paths. Four teams.
Every team works for the business — company, entities, and operations — and for you, the owners: each owner and spouse, household, wealth, and legacy.
Why Fern
Disjointed advice. Expensive payroll. We built a better way.
Most owners end up with a bookkeeper, a CPA, an attorney, and a broker. Each sees a piece and no one sees the whole — so deductions get missed, contracts go unreviewed, and you end up coordinating everyone.
The alternative is hiring it in: five or more W-2 roles to cover it all, each carrying salary, benefits, payroll taxes, and HR, with specialists hard to recruit and the overhead fixed whether you need it or not.
Fern Advisors solves both. Specialists across finance, tax, legal, and insurance work as one coordinated team, engaged as a single 1099 relationship on one monthly fee.
What changes for you
Less to manage. More that works together.
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One team
Before Four or more providers who never talk.
Finance, tax, legal, and insurance at one table.
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One plan
Before Decisions made apart, gaps found late.
Business and owner decisions made together.
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One monthly fee
Before Bills from every firm.
A flat fee for the services you engage.
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One contact
Before You coordinate everyone.
A relationship manager coordinates for you.
Client experience
Up and running in three weeks
Two discovery conversations, one set of recommendations, and a monthly rhythm your relationship manager runs from there.
- Week 1 · 2 hours
Business discovery
All four areas across the business, with your relationship manager.
- Week 1 · 2 hours
Personal discovery
The same four areas for each owner and spouse.
- Week 2
Recommendations
Business and personal plans, side by side. You choose the services.
- Week 3
Setup
Systems connected, backlog cleared, one monthly bill live.
- Ongoing
Run monthly
Your relationship manager coordinates every team.
- Every quarter
Quarterly reviews
Each team meets with you — business and personal in one view.
Get started
Start with two conversations.
One for the business, one for each owner and spouse — about two hours each, usually in the same week. A week later you get your plan and a flat monthly fee.
You will know what the work costs before you commit to any of it.