Why Clients Choose Us
Integrity
- We strive to earn your trust every day by always placing your interests ahead of our own and doing exactly what we say we will do
- Your assets are safely held by a third party custodian with dual confirmations and statements
- We operate transparently so you always know what to expect, whether it be our fee structure or how we manage investments
Commitment To a Proven Approach
- Our values-based process focuses on your unique circumstances providing customized strategies that fit your situation
- We tend towards a patient, conservative approach, but we are always on the prowl for opportunities that benefit you
- Our small size, big-competence approach ensures you receive the personalized attention you deserve
Experience
- Our senior level advisors have over 40 years experience in the financial services industry
- We serve clients with varying degrees of wealth who appreciate working with thoughtful, competent advisors
- Our credentials and professional affiliations give credence to our education, training, and adherence to the highest ethical standards
- We are a fee-only firm.
Why Clients Stay With Us
- 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!