Putting You First

We want you to know we are always on your side.  We are committed to providing the best financial planning and investment management strategies for you.  To provide you peace of mind that we work only for you, we have been very deliberate about the way we structured our firm and our services.  From the way we are compensated to the way we meet with you - it is done so that you know we want to do what is best for you and give you our best advice.   

Fiduciary Relationship

Fiduciary Relationship

As a Registered Investment Advisor it is our fiduciary duty to act in your best interests. We are legally bound to put our client’s interests first.  

Fee-Only Advisor

Fee-Only Advisor

We want you to know that we are always giving you our best advice.  To do this, you have to know that our advice is conflict free.  This is why we choose to work using a fee-only model.  We do not accept referral fees.  We do not sell any products.  We are paid only by our clients.

Independence

Independence

We work for our clients – period.  As an an independent, employee owned firm we are not limited to “company approved” or proprietary funds or products.  This allows us to offer you completely unbiased advice.  Our single focus is to identify and execute the best investment and planning strategies for you.

Safety of Assets

Safety of Assets

To ensure the safety of your assets, client accounts are custodied in your name at Charles Schwab Institutional.  We have no ability to withdraw funds (except for fees if authorized in writing).  You grant us a limited power of attorney allowing us to trade the account at our discretion.  You have online access to your Schwab account at all times and receive statements directly from Schwab.

Virtual Advisor

Virtual Advisor

We have been working virtually with clients since 2012.  No need to worry about fighting traffic or trying to find a parking spot.  As long as you have internet access we can meet wherever you want - from your office to your living room.  State of the art tools allow us to seamlessly provide you the advice your deserve.  

Schedule a Virtual Meeting

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