We are independent advisors who serve individuals and employer-sponsored retirement plans.
Our Approach
Personal Service
We believe in limiting the number of client relationships served by each advisor. This ensures each client receives personalized service with maximum time and attention.
Fiduciary Standard
We choose to hold ourselves to a higher standard than most financial advisors – the Fiduciary Standard. We don’t earn any commissions or kickbacks based on the sale of any particular investment product. This means we only recommend investment products that are truly in our clients best interests.
Cost Conscious
Our average internal portfolio cost is 0.17% — the national average is more than 1%.