Why Work With Us
We act as a fiduciary to you. This means we have an obligation to focus on what is truly best for you. We hold ourselves accountable to NAPFA’s Fiduciary Oath. We are dedicated to providing objective investment advice and unbiased financial recommendations to you; we do not sell any financial products, nor do we receive commissions or referral fees. We believe this removes conflicts related to sales compensation and allows us to truly focus on what is best for you.
We instead receive all our compensation from our clients. Our revenue comes from our comprehensive services that include hourly planning, project consulting, and ongoing subscription fees. We do not manage money. We believe that unbundling investment management fees from financial and life planning is the most equitable situation for both the client and the planner. Through this, we are able to provide exclusive attention to your financial and life goals.