fee only fiduciary
We are independent, fee only advisors, who are obligated to place your interests before our own. We work for you and are compensated only by you. We do not receive commissions or incentives for the investment advice we provide.
team approach
Each client is assigned a team of experienced professionals including a CPA, investment advisor, and estate planning attorney that work together continually addressing each component of the wealth plan.
Goal Based Planning
Our planning starts with a written, goal-based plan. We discover your financial goals, then construct a wealth plan as a pathway to achieving those goals, only then will we invest your money. This plan will be our roadmap to ensure we are staying on course to achieve your goals.
nobel prize
Our investment philosophy is backed by more than fifty years of academic research and Nobel Prize winning theory. We see markets as an ally, not an adversary. Rather than wasting time trying to discover ways markets are mistaken, we take advantage of the ways they're right.
Personalized Service
We intentionally limit our number of clients so we are able to provide attentive and proactive service. This approach allows us to have multiple face to face meetings with you annually. It also allows us to anticipate life style changes and customize the financial plan throughout the year.
Philanthropy
We understand the techniques of charitable giving, both basic and sophisticated, and will work with you to evaluate the best approach for meeting your charitable objectives and achieving the most tax savings.
