Complete transparency meets robust security

We believe it is imperative that clients and financial managers maintain full access to their bill pay workflow at all times without compromising the security of confidential personal information. Our team takes a proactive approach to ensuring that sensitive data is always protected and customizes each client’s workflow so team members and families can securely log in from any location via the web and track progress in real time. By providing high-touch technology services through our Plumb Bill Pay services and app, and our Family Office Accounting services (FOA), we act as stewards for your day-to-day and long-view financial wellbeing.