In pursuit of purpose, passions, and legacy.
Most financial plans are built around growing a number. We build ours around understanding what that number is in service of, and then designing the most direct and intelligent path to get there.
Whether your aim is generational security, early retirement, a meaningful philanthropic legacy, a specific milestone, or simply the freedom to live on your own terms, that purpose is the foundation of everything we build together.
Fiduciary responsibility.
Fee-only, no commissions, no third party compensation
No proprietary products, not limited by institutional inventory
No financial stake in any recommendation we make
Institutional experience, genuinely personal.
Peter Hughes, CFA, CPWA®
With nearly two decades of experience across institutional finance, Peter brings a multi-disciplinary perspective to his work at Telos. His background spans several areas of finance, including structured credit, investment banking, hedge fund investing, and early-stage venture capital. He began his career at Credit Suisse and later held investment roles at Napier Park Global Capital and Phoenix Investment Adviser. He also served as a Principal at Charge Ventures, a pre-seed venture fund, and has been an active angel investor since 2015.
Peter works with founders, executives, and high-net-worth families on investment management, financial planning, and exit strategy — with particular focus on liquidity events, concentrated positions, and the transition from operator to investor. He is also a trained performance and executive coach, with certifications from The NLP Center of New York, Co-Active Training Institute, and Coaches Rising.
Chris Stevenson, CFA
With more than fifteen years of institutional portfolio management experience, Chris brings deep technical investment expertise to his work at Telos. His background includes a decade-long tenure at Foster & Foster, a $1B single-family office, where he was instrumental in managing a diverse portfolio of equities, credit, derivatives, and alternative assets.
Chris has a unique ability to construct customized investment portfolios through innovative strategies — including direct indexing to generate tax efficiencies, active equity management to capture specific investment factors, option overwrite strategies, and a variety of other creative methods designed to meet the unique goals of his clients.
Nick Stecklein, CFP®, EA
Nick brings a comprehensive, planning-first perspective to his work at Telos, shaped by six years as a financial advisor helping clients navigate every aspect of their financial lives. While working in financial planning, he started a tax business on the side to better support existing clients and quickly recognized a major disconnect between traditional financial planning and tax strategy.
Nick’s work is centered on helping clients make thoughtful, tax-efficient decisions that align with their broader financial goals, not just their annual tax return. Having worked as an advisor himself, he also brings a unique ability to collaborate effectively with financial advisors and helps ensure clients benefit from stronger coordination between tax and financial planning.
Our principles, outlined.
Independent and Unconflicted
We are not constrained by institutional inventory or proprietary platforms, and carry no financial stake in any recommendation we make.
Person Before Portfolio
Every client relationship begins with understanding: who you are, what you value, and what you are building toward.
Integrated by Design
Tax strategy, investment management, estate planning, and giving strategy are each considered as parts of the whole.
Proactive by Nature
We look ahead, identifying opportunities, anticipating changes, and keeping your plan current with responsive, continuous planning.