We're independently owned.

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.

We're a registered fiduciary.

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 - whether 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 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?

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.