WE WORK FOR YOU. Your investment and financial plan should revolve around you. We strive to truly understand your financial goals and objectives, then build a personalized, easy to understand plan to meet you and your family’s needs.
We are a fee only Registered Investment Advisor and we follow the fiduciary standard by acting in good faith and your best interest at all times. Only financial advisors who are Registered Investment Advisors are held by law to a fiduciary standard. Financial advisors who accept commissions are usually not fiduciaries and may be influenced to act in their own best interests.
Our philosophy centers around putting our client’s interests first. We are your trusted advocate, who understands that financial security should not come at the price of subjective biased advice. We believe that evidence-based investing is the smart investing approach.
Most importantly, we believe that educating our clients, so they have a better understanding of investing, is the most important lesson we can teach.