Our Mission

Built on Fiduciary Duty

Independent capital strategists committed to fee transparency, rigorous research, and client-first allocation designs.

Core Values

The Principles that Guide Us

We do not sell proprietary financial products. We manage assets, structure entities, and align flows based on customized client goals.

Absolute Fiduciary

As legal fiduciaries, our advisory models are structured to be entirely transparent, eliminating conflict of interest and commissions drag.

Quantitative Focus

We leverage rigorous macroeconomic research and scenario analysis rather than speculative market predictions to build portfolio shields.

Integrated Tax Shield

Every allocation adjustments and structural advisory process considers tax obligations to prevent erosion of generational assets.

Our History

A Timeline of Growth

Over fifteen years of steady growth, expanding our advisory capability while preserving our boutique client alignment.

2011

Founding in New York

FinanceFlows Pro was established by a select partnership of institutional treasury specialists to bring corporate cash modeling to private family offices.

2016

Crossing the $1 Billion Mark

Surpassed $1.0B in active advisory assets, opening our West Coast advisory branch in San Francisco to support high-growth technology clients.

2021

Alternative Trust Launch

Integrated proprietary multi-asset portfolio software and launched direct private market portals, adding alternative REIT real estate syndications.

2026

$4.2 Billion Consulted

Expanding global capacity to manage $4.2B in consulted wealth with a team of 200+ advisors, remaining strictly dedicated to personal client focus.

Advisory Team

Meet Our Executive Partners

Our leadership combines deep backgrounds in investment banking, asset valuation, commercial litigation, and estate trusts.

Marcus Vance, CEO of FinanceFlows Pro
Marcus Vance
CEO & Founding Partner
Evelyn Sterling, Partner & CWO of FinanceFlows Pro
Evelyn Sterling, CFA
Chief Wealth Officer
David Chen, Chief Cash Flow Advisor
David Chen
Chief Liquidity Advisor
Clara Reynolds, Managing Director of Estate & Trusts
Clara Reynolds, JD
Managing Director, Trusts