Who I can help

Are you looking to align your investments with your values or beliefs? Or to build a trusting relationship with an advisor who can help you and your family invest with purpose and intent?

I work with busy individuals, professionals and business owners who prioritize responsible investing, community impact, charitable giving and philanthropy. My clients want to leave a lasting legacy for their families while making a positive impact in the world.

Focusing on the fundamentals of financial planning helps us stay grounded in the midst of all the news headlines, market fluctuations and interest rate changes. I work closely with clients and expert fund managers to help stay the course.

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Arjun Ramanan

Investment Advisor

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Recent Insights

Setting the stage for a sustainable Chinese equity rally

Jan 16, 2026 | Jasmine Duan

Last year saw positive market results despite many naysayers. Can this rally extend into 2026? In this article, we examine China’s policy stance, economic fundamentals, and equity market implications to find answers.

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U.S. equity returns in 2025: Record-breaking resilience

Jan 08, 2026 | Kelly Bogdanova

U.S. stocks powered through tariff turbulence on the way to all-time highs. But it’s only natural to question whether the three-year winning streak can be extended. We look at what drove equities in 2025 and how prospects for 2026 are shaping up.

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Early 2026 tax tips

Early 2026 tax tips

Jan 07, 2026 | RBC Family Office Services

When the end of the year approaches, many individuals place a greater focus on tax planning to minimize their income tax liability...

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Building on a narrow base

Jan 06, 2026 | Atul Bhatia, CFA

Long-term economic trends have left the U.S. economy increasingly reliant on spending by upper-income households. We unpack the potential implications for economic stability and Federal Reserve policymaking.

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