Our Firm


Relationship Based Practice


As fee-only investment advisors, we work for our clients and only our clients. We receive no commissions, payments or compensation contingent upon the purchase or sale of financial products or plans. Our primary goal is to endeavor to provide unbiased advice and reduce conflicts of interest.

We do not work for undisclosed commissions or hidden fees, nor do we create statements or have access to withdraw client funds. An independent third-party custodian such as Schwab, Fidelity or Vanguard holds clients' funds, issues statements and mails the statements directly to our clients—helping safeguard holdings while also lowering expenses.

We practice Informed Consent, disclosing information so that the client is able to understand his or her situation and options, and has complete unhindered freedom to choose from, or refuse said options.


Regulatory Disclosure Documents:

ADV Part 2A Brochure

ADV Part 2B Brochure Supplement