Fee-based Financial Planners
We design unique personal financial plans that put your interests first and foremost. Under this fee structure, our planners are fiduciary and have a legal and moral responsibility. Your financial needs are met with care, expertise and understanding.
Team of Experts
Driven by years of combined experience and disciplined planning, our team of wealth management experts include Certified Financial Planner™ professionals, investment advisors and strategists, estate planners, tax attorneys and Certified Public Accountants. Our experts collaborate with you and foster a relationship based on trust and transparency. At our firm, our commitment is to you.
Fiduciary: Relentless Advocates for Retirement Readiness
As a fiduciary, you can always expect us to be your advocate and put your best interest first and foremost. We are held to the highest standards of trust and care, and we seek to identify the best financial route for our clients. We negotiate on your behalf and on your side, no matter what.
Fee-Only Fiduciary: No brokers, no commissions, no matter what.
As a fiduciary, we are held to rigorous standards and vow to put our clients’ needs above our own. However, we take this one step further. As a fee-only fiduciary, we accept no other compensation than the fee we agree to with our clients; making us both culturally committed and legally bound to the Fiduciary standard.