Founded on
Independent Ownership
Certified Fiduciaries
Fee-Only
Highly Credentialed
When wealth firms are
part of a bank or have been
bought out by private equity,
every metric feeds
into a financial statement,
which must show growth.
The pressure is on
to start treating clients as
inputs to the bottom line.
This client dynamic doesn't fit
with our morals,
and we will never sacrifice
our clients’ needs
in the furtherance of our
own financials.
Unlike most financial
professionals, we have a
legal and ethical responsibility
to act solely
in your best interest.
As fiduciaries,
we are committed to
prioritizing your needs
above our own.
You can trust that every
recommendation we make
is designed to serve your goals,
ensuring that your interests
always come first.
We are fee-only,
which means that we can
only sell advice.
We do not collect commissions,
sell mutual funds, or
collect referral fees.
Think of it as "no hidden
fees and no conflicts."
Confusingly,
the opposite of "fee-only"
is called “fee-based,”
which means they CAN
collect
those kickbacks.
Those kickbacks always cost
you something - wether it's
through higher prices and fees,
or compromised financial planning.
Those kickbacks always cost you something
- wether it's through higher prices and fees,
or compromised financial planning.
The financial industry is full
of designations, but not
all are created equal.
The financial industry is full of designations,
but not all are created equal.
The truth is that it's hard
to get the good
designations,
and many watered-down
substitutes became available
to solve this problem.
The truth is that it's hard to get the good designations,
and many watered-down substitutes
became available to solve this problem.
How can you be sure
your advisor didn’t just spend
a couple of hours online to earn
those letters after their name?
How can you be sure your advisor didn’t just
spend a couple of hours online to earn
those letters after their name?
We understand that navigating
this complexity isn’t easy.
We understand that navigating this
complexity isn’t easy.
That’s why we’re committed
to genuine, rigorous advisor
education—because we
believe that deep, meaningful
knowledge makes a real
difference in our clients' lives.
That’s why we’re committed to genuine,
rigorous advisor
education
—because we believe
that deep, meaningful knowledge makes a
real difference in our clients' lives.
We approach every
financial decision
with
care, respect,
and diligence.
We approach every
financial decision with
care, respect, and diligence.
We approach every financial decision with
care, respect, and diligence.
With honesty and
transparency at the heart of
everything we do, we are
committed to
guiding you
through a worry free
retirement and beyond.