Our History

Our story began in 1994, the year we opened our doors. Our vision was simple: put clients first and help them protect and grow their wealth over time. Our principles were equally straight forward, and still ground us today: we provide a values-driven, personalized, collaborative and strategic approach to investing and wealth management. We build strong relationships with our clients, learning about their lives, families, professions, hopes, and dreams. And we coordinate our work with our clients’ other professional advisors in the tax, legal and risk managements arenas.

Trust is earned. We built our firm to be on the same side of the table as our clients. We wanted to eliminate any motivation that did not align with their best interests. We are fee only, providing individualized financial planning analysis as the basis for acting as true fiduciaries in the investment management process. Our only vested interest is in the fulfillment of our client’s goals. There are no commissions or hidden fees. The process and costs are transparent.

Over the years, we have navigated the financial landscape to help clients while all along holding steadfast to the belief that people deserve the freedom to enjoy life today and tomorrow.