You deserve a wealth management firm who ALWAYS puts your interests first.
We are Fiduciary Advisors
As advisors registered under the Investment Advisor Act of 1940, we are held to a fiduciary standard requiring us to act solely in your best interest. This fiduciary standard is more stringent than the "suitability" test applied to stockbrockers, insurance salespeople, and registered representatives.
We are Fee-Only
We are a fee-only investment advisor and financial planner. This means we never earn commissions or sell investment products. Our fees are the same, regardless of the investments we recommend.
We are 100% Independent
As an independently owned and operated business; our allegiance is solely to you. We serve our clients. This is different from major brokerage firms who are more concerned with providing profit to shareholders than providing great advice.
We are Comprehensive
You'll receive comprehensive advice on your total situation, and not just your investments. From retirement planning, to financial planning, to tax planning, to charitable giving, we provide comprehensive wealth management advice.
We Maintain a 50:1 Advisor to Client Ratio
Personalized advice takes great focus. That's why we maintain a 30 to 1 client to employee ratio. This is different than other wealth management firms who serve 156 client on average without any time to spare for great service.
We are Experienced and Credentialed
You'll benefit from 50 years of combined experience, a team of CERTIFIED FINANCIAL PLANNER™professionals, and leaders in their field. We've also spent years consulting some of the best financial advisors in the industry.
We Keep Your Costs Low
Costs and expenses matter. That's why we have a deep focus on only choosing investment managers that keep costs low.
We Guarantee Our Services
We stand behind our work with a no-questions-asked, money-back guarantee. If you don't love the work we do for you, simply let us know within the first year, and we will gladly refund every penny in fees that you have paid to us. No questions asked; no strings attached.