Completely objective financial advice. It's a simple philosophy and one in which we strongly believe. We want our clients to have the peace of mind that comes with knowing their financial affairs are in order.
As your planning partner, we assist you in designing strategies and solutions to meet your unique needs. In our meetings with you, we will help you determine where you stand, where you want to go, and how to best get there. The right planning can make all the difference.
We are a "fee-only" firm, which means we are paid solely by client fees and work only for our clients. We are completely independent and are not affiliated with a brokerage firm, insurance company or other organization. There are no commissions, sales incentives or referral fees to influence our recommendations. We have no minimum account value or minimum net worth requirements, as we believe professional financial advice should be available to everyone.
As a Registered Investment Advisory firm, we are legally and ethically held to a fiduciary standard — this means that the financial advice you'll receive must be in your best interest. We plan on a life-long relationship with our clients, as wealth is accumulated and protected through proper planning.
NOTE: We have a waiting list for new clients, unless you are referred by an existing client.
We invite you to browse our website to get to know us and our services. Then contact us regarding your situation.
We are a "fee-only" firm, which means we are paid solely by client fees and work only for our clients.