A personal project became the firm we wanted for ourselves.

In 1998, an advisor in Washington, DC created a financial organizer designed to be the repository of important information for a surviving spouse, should their loved one pass away. When shown to clients and
management, it was so well received, it needed to be shared with all firm clients. So, in 2000, off he went to New York City. The financial organizer was the foundation to organize and document the family’s wealth and legacy. The initiative, Private Wealth Management for Ultra High Net Worth clients, was so successful it became the focus of the entire firm, and ultimately, the financial services industry. Today it is known as wealth management.

The vision was to organize complex family financial enterprises and enhance communication. The process reinforced life’s real purpose of achieving peace of mind without sacrificing financial excellence. As happens at large organizations, he was never quite able to complete and implement the intimate client experience the way envisioned.

The formation of Promethium Advisors in 2024 was the culmination of this vision. Our goal is 100% client satisfaction through superior communication and strong investment results. With a focus on advanced tax, trust, risk and investment strategies, we help clients organize and manage their affairs, so they can enjoy the things that truly matter most in their lives.

Our Story