As a full-time Fiduciary, we always put your best interests ahead of our own. Every time.

As an independently-owned Registered Investment Advisor (“RIA”), we have a legal and ethical responsibility to make recommendations that are best for you, rather than those that may be better for us.

In addition to providing goals-based, customized investment management, we also include financial planning as part of our comprehensive service. We give ongoing guidance on a wide range of topics that include estate planning, tax reduction strategies, financing strategies, social security planning, education funding, retirement withdrawal strategies, small business planning, insurance planning, and investment property cash flow analysis. We advise on all things financial.

For our service, we charge an annual percentage fee based on the amount of money we manage. We do not offer any proprietary investments, nor are we a division of a brokerage firm, bank or insurance company. Unlike brokers, we do not earn commissions on any investments that we recommend. We sit on the same side of the table as you, and your success is our success.