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
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
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
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
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.