Our firm provides counsel in the areas of financial planning and investment management. We operate under the values of honesty, integrity, generosity and hard work. Our advisors embrace their role as fiduciary by offering professional advice and putting our clients' interests above our own.
Our firm is a fee-based financial planning and investment management firm. We also provide hourly or project-based advice in the following areas:
We offer a complementary 30-minute introductory meeting for you to get acquainted with us, identify your goals, discuss how we can answer your financial questions, and decide which service would be most beneficial.
We advocate the ongoing development of a comprehensive financial plan as foundational in financial decision making.
Whether your account is large or small, retirement or savings, simple or complex, we will care for you and prudently help you find the most suitable investments for your needs and objectives. Our method is not sales driven; we manage investments for long-term clients and are paid as a percentage of the value of the account over time. We utilize Charles Schwab & Co., Inc. as our custodian.