About Us

• As an independent fee-only firm, we can provide completely objective services and advice to our clients. We are held to a fiduciary standard in every aspect of the advisory relationship, which means our objectivity is not compromised by the lure of commissions or referral fees. We strive to treat every individual with respect, fairness, and integrity. Because of our high standards, we are confident our knowledge, skills, and superior quality services will become evident over time, as well, as your trust in us. Our services range from one-time consultations to review a client’s financial situation to detailed financial planning and investment management. Whatever the scope of the relationship, we seek to provide trustworthy, professional counsel tailored to fit each individual’s unique circumstances.