How we place our clients' interests first:
Objective Advice
We believe objective advice requires an alignment of interests.
We adhere to the highest legal and ethical standard of practice - the fiduciary standard - ensuring that the only advice we give is what serves our clients' best interests. As an Independent Registered Investment Advisor, we operate solely as a 100% fee-only fiduciary advisor to our clients.
Our compensation is simple and transparent. We do not receive commissions. We do not accept kickback payments from third party mutual funds or other advisors. We are compensated by the advice we provide, not by selling financial products.
We believe that, by putting our clients' interests first, we achieve more together.
Independent
We are an Independent Registered Investment Advisor. Because we are not affiliated with any outside interests, such as a brokerage firm or insurance company, we have no "hidden agenda" or drive to sell any particular financial product.
We believe our independence is essential to putting our clients first.
We do not accept payments from any outside entity. The payments we receive are based on the size of your assets, aligning our advice to your best interests. Our compensation is directly tied to the performance of your account, truly aligning our goal with your goal - growing your assets.
Client Focused Relationships
We are a boutique firm who builds trusted, long-term relationships with our clients. We’re in it for the long haul, helping our clients prioritize and set goals which reach across generations - education costs, retirement, estate planning, business succession planning, and wise investments.
Our distinctly personal service is free from the need to promote certain products and other commercial pressures that saddle representatives from brokers, banks, and insurance companies.
Our clients know our advice is objective and based on sound investment strategies tailored to their individual needs, goals, and circumstances.
Our clients know and trust their relationship with us is always kept personal and confidential.