We have the legal obligation to act as your fiduciary agent and to always do what is in your best interest (we are not an agent of a large investment company with the legal obligation to do what is in the best interest of that company).
We do NOT accept commissions on any mutual funds or exchange traded funds used within our clients’ investment portfolios, absolving us from an inherent conflict of interest to which most financial advisors are subject. Clients receive only objective, unbiased advice from us.
We use a comprehensive and holistic approach to financial planning.
We do not bet on popular funds, nor do we chase after high investment returns that are not maintainable in the long-term. Instead, we focus on the tried and proven strategy of creating and adhering to a disciplined investment strategy and striving for long-term rates of return that will allow our clients to meet their goals, while minimizing risk as much as is possible.
Our firm is made up of JDs, CPAs, and CFP® professionals – one of the most highly educated and credentialed firms in the country with over 90% of our planners having university degrees specifically in Personal Financial Planning.
As an independent firm, we have access to the entire universe of investments, allowing us to invest our clients’ money in the best mutual funds and exchange traded funds in the world.
We have long-term relationships with our clients and always remain committed to adjusting their financial plan as their goals and circumstances in life evolve.
We measure our own success by our clients’ success in achieving their goals in life.