Financial Advisory Services

Tartan Capital Advisors helps clients tackle complex and challenging financial issues with the expert, specialized and objective financial advice they need in order to understand their options, opportunities and exposures. Some of the areas Tartan Capital Advisors can assist clients are (not all inclusive):

• Mergers and acquisitions
• Reorganization
• Take their business or company public
• Business objective(s) and strategic development
• Assist in estate planning activities and advice
• Financial planning
• Investment management and wealth accumulation
• Mitigation of risk
• Negotiating business transactions
• And other financial areas of concern for clients

Next Steps


About the Registered Investment Advisor Designation

Forbes: The Difference Between An Investment Adviser And A Financial Planner

FINRA: The Registered Investment Advisory regulatory agency.