Todd Brundage

Todd Brundage


We take on clients who want an ongoing engagement with us, never static. We have the ability to manage assets in most locations or outside of our custodian. And, we provide a good structure to align our interest and put the client’s interest first.

We onboard clients through a 4 meeting process beginning with an Introductory Call followed by a Discovery Meeting where the prospective client receives a 1 page financial plan at the cost of $500. At that time the prospective client is offered the opportunity to become a client and continue the onboarding process.

We help global executives optimize finances by managing assets, planning and protecting their future and managing the expertise needed to execute this plan. We do this in 3 different services depending on client assets: Wealth Management ($1m min), Virtual Family Office ($5m min) and Investment Management ($500k min).

Tiller helps clients to have a working cash flow. Tiller helps ensure we have real time data when we needed to do planning or solve concerns.


(971) 255-0888


The Tiller Financial Professionals Directory is a convenient starting point for Tiller customers to browse a range of financial professionals experienced with Tiller’s personal finance service.

Users can browse the directory to find financial advisors, accountants, and other financial professionals who are familiar with Tiller. It’s a resource to explore options and gather contact information for potential advisors.

Tiller does not endorse any particular advisor. This directory is provided for informational purposes only and is not an endorsement of skills or qualifications. Users should conduct their own research before engaging any advisor.

Professionals are listed based on a variety of factors, including industry presence and user suggestions. However, Tiller only conducts a minimal vetting process.

We strongly recommend conducting your own further research. Interview potential advisors, check their credentials, and consider their experience and client reviews.

Here is a post covering the differences in financial certifications.

Tiller is not liable for any outcomes resulting from services provided by professionals listed in the directory. Users are responsible for their choice of professional and any resulting agreements.

We do not currently publish reviews or ratings, but this will likely change in the future. For now we encourage you to send feedback about your experience with the directory and the advisors you contact by contacting our support team.

The directory is periodically updated to add or remove professionals and to ensure the information is current.

The directory is a free resource. Likewise, we do not charge financial professionals to be listed in the directory.

Professionals interested in being listed should read this post. You can also contact Tiller’s team through our support portal. Inclusion is subject to review and does not guarantee listing.

Start Your Free Trial

"There isn’t another tool on the market that does what Tiller can do.”
Will Hinton, Google Review October 30, 2023