Our goal is to organize and simplify your financial life.
Decisions about money can be stressful, especially if you're unsure about the path you're on.
Together, we try to make your retirement planning fun and easy to understand.
Want to retire early?
Want to buy that 2nd home?
Want to travel more in retirement?
Want to leave a legacy for future generations?
We provide answers and actionable advice for all of your money-related questions.
For reference, you can visit our FAQ page for more information about the other ways we can help.
When searching for a financial advisor, you have many options.
Here is what differentiates us:
We're a multi-generational, family-based team
- We understand the importance of family - because we are one!
- Did you know that more than one-third of advisors are expected to retire in the next 10 years?
- You won't have to worry about us retiring before you do! We plan to be your advisor for the rest of your life.
We have unique credentials, with experience in both bull and bear markets
- With the rare combination of CFP® and CFA® designations, we have expertise in structuring portfolios aimed at meeting your specific goals.
- Many advisors claim expertise, but you'd be surprised at how many outsource your money to people they've never met.
We combine our experience with modern technology
- We think you should partner with a trusted advisor, not an app. However, you should still have access to the latest technology!
- As our client, you get personalized financial planning software, real-time access to our calendars, and risk management tools - all at your fingertips.
We've been independent since 1991
- We aren't controlled by some regional manager in an ivory tower and don't have any sales quotas.
- As an advisory client, we are fiduciaries. This means we are legally bound to put your interests ahead of our own.
- Being independent means YOU are the boss. We answer to you, and only you.