“I want my financial advisor to be honest and completely on my side.”
Investment services providers fall into two general categories- Brokers and Investment Advisers.
We are Investment Advisers. Investment advisers are fiduciaries. This means we are required by law to put your interests ahead of our own at all times by providing advice and recommending investments that we view as being the best for you. We are truly independent and we work solely on your behalf and our duty of loyalty is with you only.
We do not work on commissions of any kind. Our professional fee-only compensation structure aligns our interests with yours and promotes a long-term relationship based on openness and honesty.
“I expect my financial advisor to really understand my needs and help me live my best financial life.”
We work WITH you to help you understand your entire financial life, not just your investments.
“I expect my adviser to help me make smart decisions and avoid mistakes.”
You’re in control. We’ll keep you informed with the latest information and advice on current financial planning and investment management issues to help you make the best choices for your circumstances.
“I want my financial advisor to be knowledgeable and to be able to find solutions to my challenges.”
We have a track record of success helping people achieve their financial goals. We will work WITH you and give you the confidence you need to achieve the RIGHT RESULTS.
“I want to simplify my life.”
We will help you organize your financial life so that you can focus on what’s important – enjoying your life and living your dreams.