Tempus Wealth Partners

What Tempus Wealth Partners does

Tempus Wealth Partners, LLC is an independent, fee-only fiduciary wealth advisory firm founded by Corey D. Boller, CFA, and headquartered in the Ann Arbor, Michigan area with affiliated presence in Washington, D.C. The firm provides tailored investment council to high-net-worth and ultra-high-net-worth individuals and families, institutional-sized asset pools, family offices, and federal employees, covering investment strategy, estate planning coordination, tax-efficient investing, multi-generational wealth structuring, and behavioral coaching around cognitive biases. The practice operates on a fiduciary-only basis, explicitly declining commissions and proprietary product payments, and delivers all services personally through the founder or under his direct oversight.

The firm does not operate a proprietary technology platform. Its underlying infrastructure is a Squarespace-hosted marketing website, a Citrix ShareFile-powered Client Vault for secure document exchange, and HubSpot and Vagaro scheduling tools for client meeting booking. The product surface is centered on the Tailored Investment Council advisory engagement, supplemented by a Fiduciary Insights blog, a Wealth Care Pulse Report subscription publication on Paragraph, and downloadable white papers covering wealth advisor selection, family office education, and federal employee benefits. There are no APIs, no third-party platform integrations beyond scheduling and document management, and no disclosed AI/ML capabilities.

The business model is fee-only and recurring, based on advisory fees charged to asset-management clients, with council services bundled into the advisory relationship at no incremental charge. No fee schedule, minimum investment threshold, or pricing tier is publicly disclosed, and pricing is determined through initial consultations. Go-to-market is exclusively direct and relationship-driven — the firm does not use resellers, marketplaces, or intermediary distribution channels. The owner-operator structure (no external funding, no co-owners) makes Tempus Wealth Partners a classic solo/small-team independent RIA rather than a scalable enterprise.

Name

Tempus Wealth Partners

Legal name

Tempus Wealth Partners LLC

Website

https://www.tempuswealthpartners.org

Company type

Private

Founded year

2025

Operating status

Operating

Short description

Tempus Wealth Partners is an independent, fee-only fiduciary wealth advisory firm founded by Corey D. Boller, CFA, serving high-net-worth individuals, families, institutional asset pools, family offices, and federal employees through personalized investment counsel, estate planning coordination, and wealth protection services across Ann Arbor and Washington, D.C.

Ownership category

akta.pro rank

Product category

Wealth Management Advisory

NAICS

Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (52592)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)

akta.pro secondary industries

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA), Trust & Fiduciary Advisory for HNW/UHNW (Trust Structuring & Trustee Oversight) (FSAAABAF)

Keywords

• Fiduciary wealth advisory
• Investment management services
• Financial planning advisory
• Portfolio management services
• Wealth protection consulting

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Investment Advisory Fees: Fee-only investment advisory services where the firm acts as a fiduciary. The firm explicitly states it 'never accepts commissions or incentive payments' and 'never accepts commissions or incentive payments and offer advisory services without the conflicts of interest linked to proprietary products, banking offerings, or trading desks.' Wealth council is provided to asset management clients at no additional charge.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

Tempus Wealth Partners provides fee-only fiduciary wealth advisory through its Tailored Investment Council — a personalized advisory relationship delivering asset allocation, investment strategy, portfolio construction, estate planning coordination, tax-efficient investing, behavioral coaching, and multi-generational wealth transfer for high-net-worth and ultra-high-net-worth individuals and families, as well as institutional-scale asset pools, family offices, and federal employees. The firm explicitly does not accept commissions or proprietary-product incentives, and serves as an independent investment consultant free from traditional product-driven conflicts of interest.

Product overview

Tempus Wealth Partners is an independent fiduciary wealth management advisory firm offering a unified suite of services centered on the Tailored Investment Council—a comprehensive advisory relationship providing customized investment counsel, wealth protection, and financial planning for high-net-worth individuals and families. The firm supplements its core advisory service with educational content through the Wealth Care Pulse Report publication and Fiduciary Insights blog, while the Client Vault provides secure document exchange. All services are delivered with a fiduciary commitment, emphasizing unbiased, client-first wealth advice without conflicts of interest from proprietary products or commissions.

Differentiator

Problem solved

Functional benefit

Products and services

• Tailored Investment Council

Named customers4 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Partnerships

One partnership is on record.

• AntiFragile MusicminorOthersCorey D. Boller serves as an investor and advisory board member of AntiFragile Music, an early-stage company focused on contributing to the growth and development of musicians. The company helps emerging artists find their audience and carve their space within the music industry.

Scale indicators3 records

Recent moves7 records

Expansion highlights4 records

Direct peers

• Modera Wealth Management: Fee-only, independent RIA serving HNW individuals, families, and small institutions with comprehensive wealth planning. Comparable in scale and fiduciary-only positioning, and competes for the same HNW/UHNW segment Tempus targets.
• Aspiriant: Independent, fee-only RIA providing personalized wealth management to HNW and UHNW households and foundations. Closely mirrors Tempus's fiduciary-only, advice-led model with comparable client mix.
• Buckingham Strategic Wealth: Fee-only RIA delivering evidence-based financial planning and investment management to HNW clients. Shares the fiduciary, no-commission structure and behavioral-finance orientation with Tempus.

Regional players

• Plante Moran Wealth Management: Michigan-based wealth management affiliate of Plante Moran accounting firm, serving HNW individuals, families, and institutions in the Midwest. Direct regional overlap with Tempus's Ann Arbor roots and competing for similar local clientele.
• Greenleaf Trust: Michigan-headquartered independent trust and wealth management firm serving HNW/UHNW families and institutions. Competes with Tempus on multi-generational wealth structuring, trust services, and fiduciary advisory in the Michigan market.
• Sigma Investment Counselors: Michigan-based, fee-only investment advisory firm serving individuals, families, and institutions. Direct regional peer competing for HNW clients in the same Ann Arbor / Southeast Michigan geography.

Broad incumbents

• Hightower Advisors: Large, rapidly scaling RIA platform serving HNW/UHNW clients through advisor teams. Represents the institutional, well-capitalized competitor Tempus must differentiate against on personal service and fee-only purity.
• Mercer Advisors: National RIA offering comprehensive wealth management, tax, estate, and investment advisory to HNW households. Overlaps Tempus on full-service fiduciary wealth advisory but at vastly greater scale.
• Carson Group: Large RIA and coaching platform for independent financial advisors, serving HNW clients via partner firms. Competes for the same pool of high-quality HNW prospects and recruits independent advisors in the same fiduciary space.
• Edelman Financial Engines: Largest U.S. independent RIA, combining advisor-led wealth planning with digital portfolio management. Represents the scaled, hybrid digital-plus-human model against which Tempus's purely advisor-led practice must compete.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/in/corey-boller-cfa-0x6b057266bc479a5248eebb97650d5ff2a9cb1d97

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Tempus Wealth Partners