Our Approach

The Fiduciary Difference

We are fiduciaries, it’s a serious responsibility! As a fiduciary we have a legal obligation to act in your best interest and to disclose any conflicts of interest. We believe the entire industry should act this way, but most of it doesn’t. That’s just one way we set ourselves apart from the competition.

Know What You’re Paying For

Investors complain that it's difficult to understand the commissions and hidden expenses charged by brokers. That’s why we use a simple “fee-only” service model. No commissions or hidden costs, ever! Choose the way you want to work with us and you’ll always know exactly what you’re paying for.

Advocates For Your Financial Future

When we started working in the financial services industry our thinking was unique; put clients first and provide objective advice. Today everyone claims to do the same thing, making it hard to tell the difference. That’s why we became a Registered Investment Adviser, to clearly align our goals with yours. We are proud to be a fiduciary advocate for your financial future.

Reduce Conflicts of Interest

There are too many conflicts of interest in the financial industry. In fact, many large firms incentivize representatives to sell products that generate higher profits, regardless of a client’s best interest. As a Registered Investment Adviser we have a fiduciary duty to act in your best interest and disclose any potential conflicts. By aligning our goals with yours, we succeed when you succeed.