Why Choose Niehaus?

Comprehensive Approach

We know investments, income taxes, and estate planning. Our broad perspective allows us to offer you optimal financial solutions. In addition, you benefit from the availability of legal and tax services under the same roof.

Experience

Fran, Kevin, and Mike—all Certified Financial Planners™—have been investment representatives through up and down markets, with an average tenure of over 17 years in the field.

The Niehaus tax office has been in operation for over three decades, and now prepares several hundred individual income tax returns annually.

The Niehaus law office was established in 1978 and deals primarily with estate planning and administration. 

Service Focus

You deserve individual attention. We take time to listen to your goals and objectives, and we provide recommendations to help you pursue them.

We build a relationship with you fostered by consistent communication. In addition to regular review meetings, you also receive a quarterly newsletter as well as timely, informative cover letters that accompany our quarterly consolidated statements.

Our fee-based compensation structure (which applies to most new client accounts) provides an incentive for us to serve you well over time. Because we are paid on an “as you go” basis, not per transaction, we are motivated to continually earn your business.

Independent

We review products from many companies to find the best options for you. As an independent firm, we do not have proprietary products and are able to offer a wide variety of choices.

Your Interests First

As Certified Financial Planners™, we hold ourselves to a fiduciary standard, which means we put your best interests before our own. We approach our work with the level of care and concern we would provide our own families.