Hiring a CERTIFIED FINANCIAL PLANNER™ (CFP®) provides you with a trusted advisor who can help you make sound financial decisions, stay focused on your goals, and provide the expertise and support you need to achieve financial peace of mind.

We are a Registered Investment Advisory (RIA) firm and regulated by the Securities and Exchange Commission (SEC).

You can download our regulatory documents here

We have no account minimum but our minimum quarterly fee generally makes our comprehensive service ideal for those with at least $250,000 of investable assets. Not there yet? We have a monthly subscription service that will help you get there.

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Yes! The security and protection of your investments is our highest priority. We work with trusted custodians who provide a secure environment for holding and safeguarding your assets. Additionally, we adhere to strict industry regulations and employ robust security measures to ensure the safety of your financial holdings. The safety of your assets and your peace of mind are of the utmost importance!

The confidentiality and security of our clients' information is of the utmost importance to us. Our clients have access to an online document vault for securely sharing important files like tax returns and account statements.

We work with those who have a desire to better manage their finances and place a high value on tax planning. Our clients understand that the success of their retirement or financial plan is too important to be handled alone, and they value expert guidance. Moreover, our clients refrain from chasing market trends and align with our evidence-based investment philosophy.

We are small by design, allowing us to build deeper relationships with our clients and better know what is going on in their lives. Unlike most financial advisors, we embrace the vital role of tax planning in comprehensive financial planning. We understand that tax considerations play a crucial part in determining the ideal investment vehicles for your specific needs.

There is no commitment to keep paying our fees. It’s truly a ‘pay as you go’ service with the right to terminate the agreement at any time. That being said, we have every confidence that once you experience firsthand the value we provide, you'll be compelled to stick around.

No way! As fee-only fiduciaries we do not sell commission-based products and are only paid by the fees paid directly to us from our clients for independent advice. Our interests are aligned with yours with the assets under management fee (see pricing) providing an incentive to us to protect and grow your portfolio.

We’ll cover this in more detail when we meet, but in short, I subscribe to the principles of Modern Portfolio Theory and use an evidence-based investment methodology. We are constantly challenging the assumptions and theories behind our approach to ensure it gives you the best chance at investment success.