Planning for your future. Managing for today.
Comprehensive financial solutions based on sound planning and prudent risk.
What Sets Us Apart
Our motto is, “Be a Client, not a Customer®.” Many financial companies are sales organizations. But we see all our clients as people to be served, not as targets for a sale. We have no sales goals or targets, no sales managers or sales staff. We see ourselves as servants.
Who We Are
Who We Are
Our executive team has over 200 years of combined experience in the financial industry. Unlike many in this industry, everyone on our team is committed to the idea that financial service should be just that, a service, not a sale. As a fee-only firm, we do not make commissions from selling products. Our goal is to serve our clients’ best interests at all times in a friendly, prompt, and efficient manner. We serve our clients not only with asset management but also in helping them find the right solutions for all their financial needs and concerns.
How We Help You
Regardless of which services we are providing, our goal is to get to know and to understand our client. With that understanding we seek to find the right solutions and recommendations for our clients, asking ourselves, “If we were this client, knowing what we know, what would do?” The answer becomes the basis and starting point of our recommendations.
Fiduciary
Our firm and advisors act as a fiduciary for our clients at all times. The word fiduciary comes from a Latin word meaning, “trust.” In today’s usage in the financial industry a fiduciary is a firm or a person that is required to put the client’s interests first, ahead of any self-interest.
Fee-Only
Our firm is a Fee-Only firm. In our industry this means something specific. It means that we only make money from fees paid by the client. We have no other means of making money, not from commissions, finders’ fees, or any other means. We provide clients with a clear and transparent fee agreement and since the client is paying us, we work for our client and no one else.
Personalization
We do not offer a one-size fits all solution. We try to get to know our clients and personalize what we do for each and every client. We strive to make each client’s portfolio or other advice and recommendations tailored for each client’s needs.
Our Experience
Our Experience
Our Executive Team has over 200 years of experience and are here to serve you.
Discounts for Veterans & First Responders
We honor the service of our Veterans and our first responders. To show our support, we offer certain planning and advisory services at discount to those who serve our nation and our communities.