How We Are Different

With over 50 years of combined experience, our team has the knowledge and experience to effectively manage every aspect of your finances. We work on a fee-only basis and do not accept commissions for recommending any products. As fiduciaries, our goal is to be your long-term partner and provide advice based on your needs, not ours. We help coordinate various aspects of your finances and maintain ongoing relationships with attorneys, accountants and other professionals to ensure your investment decisions are made in conjunction with other financial decisions.

  • Consultative approach
    Our unique approach allows our clients to determine their level of involvement, providing as much or as little consulting and updating as desired.
  • Education
    We help educate our clients so they have a general understanding of the financial markets and the economy. While not all of our clients choose to be active in making portfolio decisions, we believe it is important they maintain a broad understanding of their assets.
  • Integrated services
    We help coordinate every aspect of our clients’ finances and maintain ongoing relationships and communications with other team professionals. Investment decisions are made in conjunction with other financial decisions.
  • Long Term Relationships
    Our goal is to be our clients’ partner, someone who helps them achieve their goals now and in the future.
  • Personalized Service
    Every client’s objectives are different. We do not manage by "model" or one size fits all portfolios. We review existing assets for portfolio inclusion and ensure each recommendation is based on our clients’ specific needs.
  • Objective Advice
    Since we are not affiliated with any publicly held finance company, we provide advice based on your needs, not ours.
  • Fee-Only Advice
    We do not accept any commissions, soft-dollars or 12b-1 marketing fees. We deduct client fees at the end of each quarter and attempt to fully disclose all expenses associated with investing to avoid hidden charges.