We are a boutique practice, with a focus on your needs and goals. We provide investment management and financial planning services. What sets us apart from many firms is that we are fee-only. We do not earn commissions from insurance or investment products, nor do we accept any payments for sale of products or payments from third party vendors. As fiduciaries we are required to act in your best interest. Therefore, we have no financial stake in our recommendations to you.
Furthermore, we understand that your financial success comes not just from a carefully constructed investment portfolio tailored to your risk tolerance and goals. Of equal or more importance is your total financial picture. This includes an emphasis on the financial planning process with a goal of helping you make better decisions in your personal financial life, in order to help you achieve your life goals.