We are fee-only.

We only accept compensation directly from clients. Not from referrals, incentives or commissions. This helps to avoid conflicts of interest. This is not to be confused with fee-based. Fee-based advisors also receive commissions, which inherently create conflicts of interest. It is estimated 2-4% of advisors are fee-only.

We are fiduciary.

The fiduciary standard is the strictest in the industry. A fiduciary financial advisor is someone who is legally and ethically required to act in your best interest at all times. This means giving honest, unbiased advice, avoiding conflicts of interest, and always putting your financial well-being first.

We are independent.

We provide unbiased financial advice with no ties to proprietary products or commissions. Unlike traditional firms, we have the freedom to recommend the best solutions for your unique needs.

We are flexible.

We offer a variety of service options from hourly consulting to ongoing financial planning and investment management. You can choose what best suits you. You can also decide how you want to meet, either face-to-face or virtually.