Our Story
We lead so you can live
Founded in 2006 by Marlin Howley and Robert Bracey, Postillion is an independent, fee-based asset management firm. One of the benefits of working with an independent firm is being free to work collaboratively with leading experts or your existing tax and legal team to help you achieve the best life possible, understanding your background, philosophy, needs, and objectives. With a strong foundation in technology, strategy, business ownership and private placements, our founders bring a unique perspective to wealth management.
Whether you are an individual with personal and family goals, a retiree, or the person charged with the financial goals of your organization, we are here to LEAD and provide you with an array of financial and investment services essential to your success.
Postillion
One who rides as a guide on the near horse of one of the pairs attached to a coach or post chaise, especially without a coachman.
LEAD Process
As a core part of the LEAD process, we provide our clients with some of the most personal service available. Regular communication with our clients is a cornerstone of our commitment to keeping you informed and educated on the changing tax and estate laws, markets, and the economy.
L
Learn
Learn about your unique personal background, family, occupation, recreation and other interests. We place high priority on directness and openness. We want to unpack your story to fully understand your goals. We aren’t afraid to ask the difficult questions and deal with the answers. Candid, honest conversations are the foundation of every relationship at Postillion.
E
Establish
Establish a plan that fits your needs and desires, and clearly communicate to you how this plan will be implemented.
A
Apply
Apply the plan by bringing your assets together as necessary, ensuring optimal placement for tax treatment where needed, and investing those assets per the agreed upon plan. Our independence allows us to engage seasoned attorneys, tax specialists, and trust experts to bring added competencies to your plan.
D
Develop
Develop and monitor the plan over time, as your life and assets will be dynamic along with the business and market cycles in the years to come.