Some of our best qualities

Focus is on YOU, not on products. WOW!

The highest standard of care equates to undivided loyalty.

Your goals and priorities drive the process.

For your time, your intelligence, your privacy, and your choices.

You're busy and we're happy to coordinate the details.

NOT JUST FEE-ONLY – HOURLY!

Advice by the hour means you decide how much (or little) counsel you want
Our only incentive is to provide sound advice – we are compensated solely by our clients
Zero product sales or pressure
We look at the whole picture, including cash flow, investments, employee benefits, estate planning and more

Our fiduciary duty to our clients means that your needs come first – period
In fact, if we think your needs would be better served elsewhere, we’ll tell you
To maintain our objectivity, we shun vendor swag. No steak dinners or free trips to Miami
Want to read more about the Fiduciary Oath we have taken? Check it out here.

From our very first meeting, you are in the driver’s seat
Our services are tailored to your needs, your pace and your budget
We love building long-term relationships, but if you’re just looking for one-time counsel we’re delighted to assist

Our transparent approach to services and pricing lets you decide quickly if we’re a good fit for each other
We can deliver as much value to clients with small portfolios as those with lots of wealth
This is just between us – we share your information with no one (unless you ask us to)

A plan is only as good as the action it inspires – and we’re here to help you conquer your to-do’s
No job too small or problem too sticky, we can help
Need encouragement along the way to achieving your goals? We can do that too.