Alignment with Your Interests
As an intelligent investor you deserve objective advice that is not driven by your advisor’s compensation. As a fee-only firm, we are paid solely by our clients and therefore are free to choose the investment strategies that make sense for our clients without the conflict of commissions or product sales. As a fiduciary, we maintain the utmost ethical and service standards. We serve as advocates for clients when consulting with other industry professionals. Ultimately, we provide independent objective advice.
Transparency & Protection
Your investments are securely and safely held at a third-party custodian. This custodian serves as a gatekeeper for your assets and independently reports on your holdings. This enables us to serve our clients in a transparent, accountable and professional manner.