Tim Farley
Principal, Wealth Advisor
Objective: Retire on Time
“We built this firm to give clients the kind of thinking and care we’d want for ourselves.”
Executives at top companies rely on us to plan for their future.
Our promise
We work for you.
Tempo is an independent, fiduciary advisory firm. That means no hidden fees, no commissions, and no divided loyalties. Our success is measured by your success—nothing else.
You'll get personal, one-on-one guidance from seasoned advisors who specialize in retirement, tax strategy, and executive transitions. Whether you’re managing a windfall or preparing to exit your company gracefully, we’re here to help you align your financial decisions with your long-term vision.
Leadership Team
Staff
FAQ
Why Tempo?
At Tempo, our commitment to objectivity through Fiduciary advice is the foundation of our firm. We combine big-firm experience with boutique level service. Our team specializes in crafting tailored plans that align with each client's unique goals and philosophies.
Do I need to be near retirement to work with you?
Not at all. We work with professionals at all stages of their career—from rising professionals to C-suite executives. Our goal is to delivery focused advice to simplify our clients’ lives. We find that the individual who engage with us do so because we take a holistic approach to planning and advice. This provides our clients with piece of mind and flexibility to shift their attention to other areas of their lives.
What types of professionals do you typically work with?
Tempo was formed to help individuals and families who have complex needs. While we have a specialty in working with current and former executives at publicly traded companies, complex planning isn’t limited to this population. Physicians, Attorneys, Founders and Private Company Executives have complexities within their financial lives that could make Tempo a great fit.
How is Tempo’s model different compared to other firms?
We prioritize holistic, client-centered planning. While we possess extensive expertise in financial planning, we recognize that comprehensive solutions often require specialized knowledge. To ensure our clients receive the most informed advice, we collaborate with trusted specialists—including CPAs, estate planning attorneys, and independent property and casualty insurance experts. This collaborative approach allows us to tailor strategies that address each client's unique financial landscape.
Tempo aims to create a comprehensive support system for our clients, akin to a family office. By integrating various professionals into the planning process, we provide a cohesive team that can address a wide array of financial questions and challenges, fostering a sense of confidence and security for our clients.
What’s the first step if I’m interested?
Start by answering a few quick questions. If it looks like we’re a good match, we’ll invite you to schedule an intro call with one of our advisors. Click here to get started.
