We provide honest financial advice, build financial plans you understand,
respect your money, monitor your progress, and keep in touch;
for an affordable price.
We serve clients with courtesy, candor, and care.
Digital Form
1-3 Minutes
On Zoom
20 - 30 minutes
In Person or Zoom
45-60 Minutes
In Person or Zoom
45-60 Minutes
1-30 days
Serving clients locally and nationwide
Confirm our relationship, services, accounts, and expectations are aligned.
Wellness check that our relationship is working as intended.
Make sure your financial plan and investment accounts are working in synergy.
calls, emails, in person, or Zoom meetings. We're always here for you.
Registered investment advisor
Held to fiduciary standards
Work for the sole benefit of our clients
We have firm convictions
We are disciplined and keep a long-term perspective
Fundamental investing, not market timing
Our fees are lower than industry averages
No commissions
No trade costs
Keep you informed & updated
Speak in clear & simple terms
Prompt & thoughtful responses to your needs
Modern Technology, Old Fashioned Service
We use technology to engage our clients, not avoid them
We use our technology and people to better serve you
In over three decades of practice, we have strived to provide our clients with the highest level of service at fees below the industry average. We have seen clients through many market cycles and have developed close relationships that span generations.