Why Work With Us

Our job is to help you achieve your financial goals. We believe our combination of objective advice, comprehensive planning, innovative analytics, and fee-only compensation structure can best position you to get there.

Compare our approach and services to the alternatives and we believe you'll find it to be of real value.

Of course, working with a professional can help avoid costly delays and mistakes many do-it-yourself investors make as well.

We fully support your ability to make informed decisions about your finances. Below are some additional resources for researching financial professionals.

We welcome your questions and look forward to speaking with you more about how our approach and services compare to the alternatives.

“How A Financial Planner Can Help You, and How to Choose the Right One,” Financial Planning Association

“How To Pick A Financial Professional,” Securities and Exchange Commission (SEC)

“Investment Advisers: What You Need to Know Before Choosing One,” SEC