Here are a few reasons we believe clients choose and stay with us:
We are an independent Registered Investment Advisor held to a fiduciary standard requiring that we always act in your best interest
We are fee-only,meaning our only source of revenue is from client fees and thus our advice is not sale driven, but client centered
We are connected. We maintain a network of outside professionals ready to assist in the implementation of your financial strategies
All client assets we manage are held by our third party custodian, Charles Schwab & Co., Inc. or by another third party custodian
We are experienced and credentialed. Many in our industry claim to be financial planners or investment advisors, but are not held to the rigorous professional training and ethical standards required of those who hold professional designations
We have earned our clients' trust. They are confident in the advice we give and secure in the knowledge that we do what we say we will do!