Why Clients Choose Us

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. We build strong relationships with our clients, learning about their lives, families, professions, hopes, and dreams.

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 financial planning and acting as true fiduciaries. 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.

Two parts to the process – financial planning and investment management.

We begin by learning everything we can about your financial goals, life experiences, family, comfort with risks, and more. Then, we roll up our sleeves and get to work with you by our side completing a financial plan.

We then build investment portfolios individually tailored to meet your goals. The investments are value- oriented, balanced, and globally diversified with a steadfast focus on long-term growth. Decisions are based on long-term fundamentals rather than short-term price considerations.

We can serve as the hub your financial life, collaborating with accountants, attorneys, and other professional advisors. This way, all decisions are in line with your long-term objectives.

Our Promise

  • Reach your dreams.

    You drive every decision we make. We listen to you, focus on your goals and life experiences, and create individualized portfolios and wealth management strategies to help get you where you want to go. Your voice matters. Understanding your unique needs is the only way to design around your best interests. We are here to advocate for you.

  • Do the things you love.

    We know you appreciate balance, which is why we combine discipline and innovation to help deliver optimal results. Our thoughtful decisions are based on research, experience, judgment, and knowledge and contribute to stability and success for you.

  • Enjoy life.

    It is okay if you do not have the time, energy, or inclination to navigate the financial landscape as it relates to all aspect of your lives – because we do. Count on us to deliver comprehensive, integrated investment management strategies – strengthening your overall financial wellbeing.

We understand that wealth has to do with a lot more than money. Our vision remains serving you.

As fiduciaries, we are legally bound by the Fiduciary Standard. The five core principles of the Fiduciary Standard are:

  1. Put the client’s best interests first.
  2. Act with prudence; that is, with the skill, care, diligence, and good judgment of a professional.
  3. Do not mislead clients; provide conspicuous, full, and fair disclosure of all important facts.
  4. Avoid conflicts of interests.
  5. Fully disclose and fairly manage, in the clients’ favor, unavoidable conflicts.

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