What is a Structured, Virtual RIA? (And Why It's Built for Busy Professionals)

As an Aerospace & Defense professional, your day is defined by high stakes and high pressure. After a 10-hour day staring down a program deadline, the last thing you have is time or mental energy for friction in your financial life.

Your career is complex. Your time is your most valuable asset. Your financial partner should respect both.

That is why I built Pax Horizon on a model designed for the 21st century and for professionals who value expertise and efficiency above all else: The structured, virtual RIA.

This isn't just a mission statement. It is a completely different operational model.

What Does Structured Service Actually Mean?

Service is a term tossed around frequently. For me, it isn't a vague feeling; it is a structural promise. It comes down to three tangible benefits.

It Means Proactive Execution

My service model is designed to be proactive. I am your financial co-pilot. I know your RSU vesting schedule. We aim to review tax-loss harvesting opportunities in the fall, not just in April when it might be too late. I coordinate directly with your CPA regarding tax planning instead of asking you to ferry documents back and forth. We focus on reducing the drag in your financial system.

It Means I Help You Implement

My process is built on follow-through. A financial plan is worthless if it sits on a shelf. When it is time to open new accounts on Altruist, I am on the call with you, guiding you through the digital paperwork. I help initiate the rollovers. I take the administrative friction off your plate so you can focus on your career and your family.

It Means a Strict Client Limit

To deliver this high-level, proactive service, my business relies on depth, not volume.

At Pax Horizon, I am built to serve a limited number of client families.

This isn't just a marketing number; it is a core operational commitment. It is the only way to help me maintain the bandwidth to be the proactive partner a busy professional deserves.

Why Is Virtual a Benefit for You?

The virtual part of my model isn't a compromise; it is the key that unlocks this level of focus.

It Allows You to Focus on Expertise

My virtual model allows you to select an advisor based on expertise, not geography. As an A&D professional, your financial life is complex—involving RSUs, security clearances, and high tax burdens. I operate on the belief that you deserve a specialist who understands your industry, your career, and your unique compensation. All available via a secure video call.

I Respect Your Time

My virtual model is built for your life. I can meet you from your home office. I can hold a 30-minute check-in during your lunch break. By removing the friction of travel and parking, I give you hours of your time back.

I Use Modern, Seamless Technology

My virtual model runs on a secure, modern tech stack.

• You get a 24/7 client portal via RightCapital that shows your entire financial picture in real-time.
• You get a secure custodian in Altruist with a simple, digital interface.
• I use compliant, efficient tools like AdvicePay that make billing painless.

A Model Built for Your System

I didn't just add virtual as a feature. I built my entire firm around it.

I believe the structured, virtual RIA model is ideally suited to serve a high-earning, time-strapped, and tech-savvy professional. It is built to deliver specialized expertise with high-level efficiency.

It is the firm I always wished I had.

Ready to Experience the Difference?

At Pax Horizon, I specialize in helping A&D professionals navigate these exact challenges. Your career is complex, but I believe your financial plan should be clear and robust.

If you are ready for a financial plan that is as specialized and efficient as your career, let's talk. I can start with a 15-minute, no-obligation fit call to see if my structured process is right for you.