Blaeberry Estate Planning does not conform to commonplace description. The work we do has been variously described as “financial advisor”, “financial planner” “estate planner” or “insurance specialist”. In truth, Blaeberry is a synthesis of all these disciplines defying the effort to pigeon hole it, because fundamentally our goal is to assist those who seek balance at the intersection of their life and their wealth. It is our belief that good decisions are preceded by prudent inquiry and thoughtful research.

Over the course of a few decades, we have learned a thing or two that makes a significant difference for our clients.  There was a time when we thought we knew all the answers. We no longer cling to that conceit. We have discovered what our clients’ really want – credible counsel and confidence in the face of confusion and uncertainty.

With over 35 years of experience, we have evolved into effective communicators. We are guided by Stephen Covey’s principle, “seek first to understand, then to be understood”.  Jargon is out and instead we turn complex concepts into understanding and insight with language that is simple and clear.

We don’t pretend to be the right firm for everyone. Our clients are down to earth, committed to their family and community and seek balance in the face of competing demands.  The same is true for us.