Here’s What You Can Expect
Low Barrier to Entry
The right relationships are based on shared values and a desire to work toward a stronger future, not on a minimum asset level.
As a fee-only firm, we are fully transparent about how we are paid. We have no financial incentives in the recommendations we make for you.
If you feel strongly about an issue, we can invest and manage your portfolio based on environmental, social, and governance (ESG) factors that are important to you.
We’re a smaller firm by choice, ensuring we never lose sight of our most important asset, our clients. You’re never just a number. We work hard to truly know you and your situation.
The advice we give is unique to you. We don’t take a cookie-cutter approach to financial management because each person we work with has unique priorities, goals, and family circumstances. As your life changes along the way, we’re there to help you stay on track.
We are independent and locally owned, so decisions about your situation are not made at a corporate headquarters and then handed down to your advisor. You can meet directly with the decision-makers to understand the “why” behind our advice.
We put our decades of experience to work for you. Because we work closely as a team, the expertise of the entire group is available to help meet your needs. As CFP® certificants and members of the National Association of Personal Financial Advisors (NAPFA), we are held to rigorous educational requirements to ensure our expertise is current and available for you.