Offering solid objective financial counsel to each and every client we serve.

whywearedifferentnew

POINTS OF DIFFERENTIATION

Independent with no broker dealer affiliation.

Does not offer proprietary mutual funds or hedge funds, thus avoiding a significant conflict of interest.

Able to coordinate financial planning, estate planning, investment management, and risk management all in house.

Your team consists of a CERTIFIED FINANCIAL PLANNERTM professional (CFP®) lead advisor, as well as a client service assistant.

Our investment team has two Chartered Financial Analysts (CFA) so we can compete with major firms but deliver personalized service.

We have a CPA on staff so that we can coordinate your tax planning within a broader context.

Your advisory team has a strong business education, including degrees in business, finance, real estate, and accounting.

Same day response to your questions.

Financial plans delivered in first 90 days. Annual reviews to keep you on track.

Academically based investment strategies that don’t rely on “picking winners.”