We are an independent fee-only financial advisory firm that sits on the same side of the table with you – not just some of the time but all of the time.
It’s our nature to build deep, trusting relationships. We take the time to truly understand your priorities and goals, providing professional insights and a global perspective on the things that matter most to you. This type of truly authentic, personal financial advice is typically absent at a big box financial planning firm or remote service center, where customers are just another name and account number.
We serve as a sounding board for you. We strive to utilize our specialized guidance to provide personal support in all the seasons of your life.
As an SEC Registered Investment Advisor, we are legally bound to act as your fiduciary, but it is important to note that our personal character and professional ethics drive us more than our legal mandates do.
Being fee-only means that our compensation comes solely from our clients – no commissions or third-party compensation, ever. This is yet another way to ensure that our advice is 100% focused on what is best for you. Our required legal mandate is detailed in Form ADV Part II.
Global Perspective and Expertise
The diversity of our team and our practice allows us to clearly assess and address issues you may not have even thought of or been able to see. We offer truly personalized advice drawing on the experience of our different team members.