In Arthurian legend, Sir Galahad undertook a lifelong quest that was marked by his absolute commitment to achieving what was right.  He was famous for the purity of his intentions, for his willingness to put the needs of others above his own, and for the way he shared his accomplishments with all those whom he served. 

We formed Galahad, LTD., to be of service to individuals, families, professional advisors and nonprofit organizations in much the same way that our namesake served his cause.  We approach the planning process from a multigenerational perspective.  We seek first to understand what matters most in the lives of those with whom we work, and then dedicate our professional services to helping them achieve their most passionately held objectives today, and for generations to come.

If you are an individual who is looking for a new and better way to help plan for your family’s future, or if you are a professional advisor or nonprofit executive seeking a better way to serve your clients, donors and communities, you will find much of value here.

We look forward to getting to know you, and to learning about what matters most in your world.

Welcome to Galahad.