How We’re Different
We are fiduciaries that put your interests first when making recommendations.
We want to relieve your worries and help you take advantage of opportunities you may be missing.
We are a fee-only firm.
That means we neither sell products nor receive commissions. Operating as fee-only planners allows us to offer you the impartial advice necessary to make effective financial decisions.
We are employee-owned.
This means that we do not have to consider interests of outside owners, so we have more focus on your priorities.
We reach out to you.
You receive quarterly updates of your situation along with articles and podcasts every week where we tackle common questions affecting your life. We want to be available when you need us most.
We provide comprehensive planning.
While quarterly reviews focus on investment accounts, investments are just one piece of the puzzle that is in your financial life. We also provide advice on spending, taxes, insurance, estate, investments, and more.
We offer access to a unique Client Portal.
This helps you stay on top of your financial “to do” list, provides up to date info on your net worth, tracks spending against plan targets and holds all your documents. Giving you access to the info you want, when you want it.
We believe expertise matters to assure you are getting the best advice.
All our primary advisors have earned the CFP® Certification. We also attain twice the amount of continuing education to maintain the CFP requirement.
We are experienced.
Many of our advisors have decades of experience. Through these years, we’ve gathered a wealth of specialized education to help provide advice on the most complex situations.
We take a team approach to ongoing clients.
You’ll have access to a broad range of expertise across our firm. We select this team to best fit your needs and life stage.
We are transparent.
We offer candid answers and honest feedback. We want you to be better off by working with us and we take this responsibility seriously.