Skip to main content
Value. Connecting. Clarity. Security.
Value. Connecting. Clarity. Security.



  • Risk. Simplified. Then addressed.


        What we do.

      We Listen: Every client is as unique as the situation.
      We start by seeking to understand your specific situation, and your concerns.


      We Collaborate:       Our carefully selected specialists work together, bound by a three-point collaborative agreement to ensure seamless integration of their expertise.


      We Refine:       We test our ideas, seek your approval, and then reexamine our recommendations beside your current thinking and planning.


      We Monitor:       As investors ourselves, we continually track and aim to increase your after-tax returns, year after year.



      That is how we get you to this:

      Value. Connecting. Clarity. Security.

      aka A good night's sleep. Every night.





    (Change is already here.)


    Risk checklist


  • Our Mission


    At TrustedAdvisory, we believe that true freedom comes from understanding and managing risk. Your value to the market is your
    strongest asset. 

    Our mission is to be your trusted guides, simplifying the complex landscape of financial and business risks. We transform uncertainty into clarity, empowering you to make confident decisions and pursue your dreams without restraint.

    Through expertise, innovation, and unwavering commitment, we illuminate the path to financial security and peace of mind. By simplifying risk, we unlock the door to possibilities, enabling you to focus on what matters most – your vision, your legacy, your future.

    Together, we navigate the journey from complexity to simplicity, from constraint to liberation. At TrustedAdvisory, we don't just manage risk; we simplify it to set you free.




The Mavericks

Title

Caption

Title

Caption

Title

Caption

 Robert Bailey, CEO, TrustedAdvisory/Parallax,    West Palm Beach
Charina Padilla, Dir. Client Development, Engineered Tax Services, West Palm Beach
 Peter May and Ross Rubin, DST Sherpa, Philadelphia, PA
Email Jared
Email Charina
Email Peter & Ross

Title

Caption

Title

Caption

Title

Caption

 Doug DeRosa, Co-Founder—Evolve Digital Group, and Founder—Wall Street South Networking, Palm Beach Greg Nassief, Founder—Six Kind, Washington, DC
Brandon Avergon, CAIA, President

Rampart Consulting Group, Boston

Email Doug
Email Greg
Email Brandon

The Mavericks of Non-Profit  

Jared Yellin

Jared Yellin

Founder, The Innovation Bridge

Joseph Herrod

Joseph Herrod

Director, The Rhema Foundation

 Jared Yellin, Founder, Innovation Bridge, Boca Raton, FL 
Joseph Herrod, Director, RHEMA Global, North Palm Beach, FL
Email Jared
Email Joseph

We occasionally consider other Maverick candidates.
Have a recommendation? I'd love to hear.
Just drop me an email: rbailey@trustedadvisory.com

More about Rob on LinkedIn

.theme-navigation-and-icons .theme-menu-area .theme-menu{ top : 16rem; }