We are Personal Financial Management Advisors
As the economic environment has grown more complex the task of managing personal finances has become more confusing and the consequences of mistakes has become more damaging. As personal financial management advisors we use our skills, the latest software tools, and a network of professionals to help our clients deal with the present and prepare for future life events.
We are Fee-Only
Our firm is an independent, fee-only Registered Investment Advisor. We are compensated only by our clients and accept no commissions or any other form of compensation from other sources. This aligns our interests with those of our clients and reduces the potential for conflicts of interest.
We are Solutions Oriented
We find prudent solutions to our clients’ problems. In the typical sales-oriented approach the products are the solution. We, on the other hand, work to develop a plan that is tailored to our clients’ unique individual needs and then use institutional grade investment products to implement those plans. It is a distinction that is hugely important and somewhat unique.