Why Clients Choose and Stay With US


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!