Sunrise Advisors is an independent, "fee-only" Registered Investment Advisory firm that provides continuous asset management and financial planning services to individuals, families, foundations and businesses. Sunrise Advisors, Inc. was established in 1993 on the principle that an advisor and investor should have the same ultimate purpose – to protect and grow assets. This core belief is the foundation for our "fee-only" ideology and the basis for our desire to remain an independent, unbiased partner in our investment advisory and planning relationships.

Sunrise Advisors is also a multi-generational, family-owned business. We believe our unique perspective enables us to better serve families as they accumulate, manage and transfer their wealth. We have found that the continuity in our organization is comforting to our clients as we prepare for and manage their assets for the future.


Your assets are held by custodians Charles Schwab & Co. Institutional and Fidelity Institutional Wealth Services, the two largest custodians for independent investment advisors in the United States.

Our President is a member of The National Association for Personal Financial Advisors (NAPFA), the nation's leading organization for fee-only, independent, comprehensive asset management and financial planning experts. In addition to the Investment Advisor Representative (IAR) designations of our employees, our staff also consists of a CERTIFIED FINANCIAL PLANNER™, a Chartered Retirement Planning Counselor (CRPC®), an Accredited Asset Management Specialist (AAMS®), a Registered Nurse (R.N.), and two attorneys. Our firm’s diverse composition and experience enables us to work directly with our client’s corporate attorney, estate-planning attorney, accountant, and other professionals to assist in the implementation of the desired wealth management and wealth transfer strategies.


Our founder and Chief Investment Officer, David P. Scott, has professionally managed money since 1975. During the best time in history to buy bonds (the early 1980's), he was the region's largest bond broker for the nation's largest brokerage firm. In 1987, at a time when farmland was at 'depression-level' prices, he was the managing partner of the only publicly-offered investment in agriculture real estate in the USA. From 1975 to 1993, David worked as a registered rep and Vice President of Merrill Lynch, E.F. Hutton, and B.C. Christopher Securities, and was actively looking for a better way to work for his clients.

In 1993, David established Sunrise Advisors, Inc. as a way to offer premier investment advisory services to his clients on a 'fee-only' basis. He became one of the first advisors to use mutual funds and exchange-traded funds (ETFs) as a tool to diversify investments while implementing "Modern Portfolio Theory", the Nobel Prize-winning investment strategy. In 2002, Charles Schwab & Co. asked Sunrise Advisors to be part of their Emerging Practices Advisory Council (EPAC). EPAC was created to establish a dialogue between Schwab and a select group of successful advisory firms from across the USA. The purpose of EPAC is to use the aggregate knowledge and experience to better serve our clients.

Our thirty-plus years of investment management experience spans complete market cycles and makes Sunrise a formidable partner in discerning the direction of the markets and the suitability of investments during the various stages of the economic cycle. While we have been managing money for a long time, our disciplined approach has not changed. We still manage assets based on sound economic principles for the long term. And we are driven by our passion to provide a premier service. Sunrise Advisors has been recognized on a national level for our service to high net-worth clients, as evidenced by our inclusion in Wealth Manager Magazine's "Top Dog Report", which highlights the nation's premier advisory practices.