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Families

Families

We work across generations to help our clients feel confident in their futures through financial planning and asset management.

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Business <br/>Owners

Business
Owners

We are proud to work with business owners to design retirement plans to pursue the savings potential for themselves and their employees.

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Corporate Executives

Corporate Executives

We understand your complex compensation models, and through tailored financial planning and tax planning with your tax advisor, we help you focus your financial goals.

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client centered

We understand that you want to make smart financial decisions.  You want to grow and preserve your financial life.  You want to provide resources for your family and your causes beyond your lifetime.  We are here to be your partner on that journey.

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our mission

We strive to help you live life abundantly. In order to do this, it's important that we invest the time together to clarify your financial goals and your starting point today. We use a consultative process to identify where you are now, where you want to go, and develop personalized strategies that address unseen risks and seek to optimize tax efficiency.  We come alongside you as your financial partner to walk this journey together.

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meet Jane, our founder

I'm passionate about helping you live life abundantly. When you partner with me, I can help you grow and protect your financial security through comprehensive financial planning and careful asset management.

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Making a Difference

Making a Difference

At Elderberry Capital, we are dedicated to a greater mission in addition to helping our clients pursue their financial goals: we support organizations that empower women to improve their financial literacy and build stronger, healthier financial lives. By partnering with our firm, you can help give back to nonprofit organizations that are striving to make a difference in the lives of women across the globe.

8 Timeless Principles of Investing

Pursuing a sound financial strategy doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.

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