With more than 35 years of experience as fee-only fiduciary financial advisors, we provide peace of mind, objective advice, and personalized service to help you reach your goals.
Peace of Mind
- Your personal financial guide — care and concern, combined with top-notch communications skills
- Knowing you’re doing the very best in protecting your precious resources, and making the most of your opportunities
- Our incentives are aligned with your well-being
- Independent custody at Charles Schwab & Co.
- Fee-only, no sales or commissions
- Legally held to higher, fiduciary standards of care
Value
- Comprehensive financial planning services for the price of investment management alone
- Unlimited access to our staff and resources (for managed account clients)
- Institutional mutual fund discounts
Support and Responsiveness
- Support to reach YOUR goals
- We carefully listen to and actively encourage our clients
- We’re willing to tell you what you need to hear, rather than what you want to hear
- Accountability — we support you to get your important financial tasks and projects complete
- Responsiveness — we know the value of timely communication!
Convenience and Simplicity
- One-stop resource for your financial questions
- Financial simplification
- Account consolidation
- Teamwork and communication with your other financial professionals
Education
- Our educational, participatory approach helps our clients understand and make better-informed decisions, now and in the future
- In-depth meetings and discussions
- Regular, educational client tele-seminars
Ready to put our experience and dedication to work for you? Contact us today to request a consultation.