Tarbox Q2 2018 Snackable

Investors are prone to “behaving badly” – making decisions that fly in the face of their own ...

wealth management


Identity Protection Headlines about cybersecurity attacks have become all too common.  The ...


Welcome James!

We are pleased to announce the newest member of our planning team, James Egerstrom, CFP®!

Back by Popular Demand

We are excited to welcome back Natalie Belyea, who joined us last summer as an intern, and is now a summer employee!  Currently a junior at Tulane University, Natalie is double-majoring in ...

Laura Tarbox on PIMCO Panel Discussion

Laura Tarbox, founder of Tarbox, discusses one of the hottest issues in financial services today, robo advisory programs.  Click below for the full article.

We Love Our Interns!

Tarbox was fortunate to have two stellar college students, Natalie Belyea and Harrison Gregory, intern with us this summer.  They were such fun and valuable additions to our team and we will miss ...