After a few years of cold-calling and trading stocks and options for a small local firm, Laura Tarbox discovered financial planning and the CFP® program and launched her own independent investment advisory firm in 1985, with the mission of providing a more objective and comprehensive approach to managing money and financial assets. Today, our multi-family office is uniquely positioned, with just 100+ client families and over $1 billion under management, to provide customized financial planning and individualized investment management services.
At Tarbox Family Office, we are advocates for our clients’ total financial well-being.
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