About us
Our Approach
WealthMap
Momentum
Navigate Portfolios
The App
Specialisms
Doctors
Tech leaders
Retirement
Media
Blog
Row your own boat
Podcast
Videos
PRESS
FEES
FEES
GENERAL
Contact
CLIENT LOGIN
Contact Us
App Login
Client Login
Our Blog
June 25, 2026
Does your wealth pass the Patio Test?
We supervise our children through almost every major life decision. So why do we assume they can manage inherited wealth entirely alone?
Learn More
June 25, 2026
5 questions to ask yourself before you buy
The point of money is not to accumulate more of it. The point is to use it well. There are 5 questions that can help you decide what that means.
Learn More
June 1, 2026
Why doing nothing is the hardest investment strategy of all
We like to believe that by consuming more data, more analysis, more economic commentary, we improve our decision-making. But would that make us better investors?
Learn More
June 1, 2026
Why wealth disappears (and it's not what you think)
Thinking about your legacy, how do you give wealth to your children without creating entitlement or damaging the very people you want to support?
Learn More
April 27, 2026
I Spent Years Telling Clients How to Live Their Lives, While Not Living Mine — Here’s What’s Changed
For years, I helped clients plan better lives while not living mine. This is what has shifted and what it means now.
Learn More
April 27, 2026
Experts Can’t Predict Markets: What Actually Works Instead
Prediction is not where outcomes come from. Here is what actually works instead.
Learn More
March 29, 2026
Exciting changes at Barnaby Cecil
We are making a deliberate step forward at Barnaby Cecil.
Learn More
March 29, 2026
When Markets Fall, Something Important Improves
When markets fall, it rarely feels like an opportunity. But in many cases, that is exactly what it is.
Learn More
February 26, 2026
Institutional investing, quietly applied
Why small structural investment improvements matter more than new ideas. Find out how institutional access quietly benefits our long-term clients.
Learn More
Next