Your Career Demands

On Course,
On Glide Scope.

Financial planning from a team of pilots and veterans who speak your language. We work with airline pilots, military aviators, and high-net-worth families who want a plan as disciplined as the work that built their careers.

Let’s Start Planning

Why Aviation Professionals Choose Us

What Sets Us Apart

01

Aviation Expertise

We understand the company contracts, the benefit packages, and the career.

02

Veteran-Led Team

Many of our clients are veterans and all our advisors are veterans. We understand how a military background transitions into a career with the major airlines.

03

Tax-Efficient Strategy

We help our clients avoid unnecessary taxes, not just this year, but every year. Instead of just focusing on solving taxes this year, we approach your financial plan with long-term problem-solving strategies to mitigate taxes this year and over your lifetime.

04

Empowering Approach

We aren’t conventional, because airline pilots don’t have conventional finances. Many pilots have businesses that create challenges with high W2 incomes from the airlines. There are no cookie cutter plans for our clients.

How We Help

We start by projecting out what your retirement would look like if you never met us. Then, we look at other scenarios, assuming the same starting investment budget/resources/balance sheet, and find ways to increase after tax income, or reduce taxes, or both. Most importantly, after we run an analysis of our client’s financial situation, we spend a considerable amount of time educating our clients before making a plan.

Specialized Planning

We understand the career through firsthand experience as pilots and veterans.

Bidding on a line and sitting reserve. Complex pension structures. The risk of losing your FAA medical. The tax optimization challenges unique to a career as an airline pilot. We help our clients plan around things many generalist firms may not think about.

Aaron Stark, CFP®, MBA. ATP-rated pilot. 14 years USAF active duty.

Our Team

Our Management Team Has Served. We Understand the Mission.

AS

Aaron Stark

Founder & CEO

USAFA · KC-135 pilot · 14 yrs USAF · CFP®, MBA, ATP

ER

Erik Rathke

Chief Operating Officer

USAFA · C-17 pilot · 12 yrs USAF · MBA

MV

Matthew Vann

Wealth Management Advisor

USAFA · Airline pilot · RICP®, MS, ATP

CD

Chase Darden

Wealth Management Advisor

USAFA · 12 yrs USAF · MBA

BT

Brian Tobie

Lead Service Advisor

USNA · Submarine Officer, 7 yrs USN ·

USAFA · U.S. Intelligence Community · MPP

Meet the Team →

Ready to Chart Your Financial Flight Path?

Whether you are an airline captain who just retired, just getting off probation as a first officer, or building an aviation business, we are here to help. The first conversation is on us.

Schedule a Consultation

On Course,On Glide Scope.