First Things First - Listening and Analyzing (then planning and advice!)
You need a partner who understands what is important to you and can hold you accountable.
Let's gather the pieces of your financial puzzle and connect them, so together we can make smart financial decisions.
Fiduciary Advice - Why It Matters
You need a trusted financial advisor, not a sales professional!
'Fee-Only' financial advisors never sell investments or make commissions and they work only for you - not a broker, bank, or insurance company.
Highest Value Local NAPFA Firm
We know we might be biased, so we did the math and compared our fees and services to other local NAPFA advisers and we were right!
We encourage you to do your own comparison, but we found our fees to be 28% less* than the average of several other local firms with similar services.
* Based on first year costs with a $1 million portfolio for financial planning and investment management services.