Less time on money. More time on the people and causes that matter.
Whether you just landed the promotion or you’re five years from retirement — a fiduciary advisor in your corner shouldn’t be a luxury.
Why people trust us with their money
Most people don’t know what their financial advisor is legally required to do for them. Here’s what ours is.
Your interest. Legally first.
We’re a fiduciary — which means we’re legally required to put your interest ahead of our own. Not as a marketing line. As an obligation. Petrarch LLC does not receive commissions on investment advisory services, and your assets are held at Charles Schwab, not with us.
Every fee on the website before you ever call.
Our full fee schedule is published on the Services page. The same numbers are filed with state regulators. Most advisors make you schedule a meeting before they’ll talk pricing — we’d rather you have the information first and decide if a conversation is worth your time.
One advisor. Your whole financial picture.
Your advisor is Thomas Tran, CFP®. He handles your investments, your financial plan, your retirement projections, and your insurance analysis — so nothing falls through the cracks between three different people who don’t talk to each other.
Who We Serve
For people who are great at what they do — and smart enough to outsource the rest
You’re good at your job. Really good. But you didn’t go to school for cash flow projections and Roth conversion strategies — and you know enough to know that matters.
Maybe you just got the promotion and you’re staring at a 401(k) enrollment form wondering what “target date fund” means. Maybe you’re five years from retirement and wondering if the math actually works. Maybe you’re building something and need someone to stress-test the numbers while you focus on the business.
We work with clients in Illinois, Minnesota, and California — virtually, on your schedule. No asset minimums. No waiting until you’ve “made it” to get professional guidance.
Three steps. No mystery.
Tell us what’s going on.
Schedule a 30-minute call at no cost. Thomas will ask about your situation, your goals, and what’s been on your mind financially. No pitch — just a conversation to figure out whether working together makes sense.
Build your plan together.
If it’s a good fit, we’ll build a plan around your actual life — not a template. That means running your numbers through hundreds of market scenarios, stress-testing for the things that keep you up at night, and walking you through every recommendation together.
Adjust as life changes.
Your plan isn’t a binder that goes in a drawer. It updates when your life does — new job, new house, new kid, market shift. You’ll have unlimited access to your advisor and regular check-ins to make sure you’re still on track.
Insights worth your time
Blog posts coming soon.
The first conversation is on us.
No cost, no obligation — just an honest look at whether we’re the right fit.