Independent Guidance
Our mission is to deliver tailored investment and planning solutions with a low-cost, fee-only service. You will receive guidance and insight free of any conflict of interest. We do not sell products or receive commissions. As a fiduciary, your interests always come first.
Low Fees and Transparency
Our clients pay between 0.50% and 0.85% compared to 1.00% and 1.25% of assets for investment expertise from other financial advisors. Your costs will be clearly defined and easy to understand with expenses kept low by using index funds and low-cost exchange traded funds (ETFs).
Comprehensive View
Investment management is done in the context of an overall financial plan, taking into account taxes, estate issues, and all portfolio assets. Each plan is designed to have a clear picture of how the investments we manage fit into your personal situation. For assets over $250,000, you receive a financial plan at no additional cost. (You can also have a plan developed without the investment management service.)
Dynamic Planning
With state-of-the-art cloud-based software we run a series of scenario analyses to provide a dynamic, continuously updated view of your financial situation today and in the future. The goal is simple: to help successful individuals simplify their personal finances, save on management fees, and plan for the future with confidence.