about us
A different kind of financial advisor.
Fiduciaries
We are fiduciaries. We are legally required to make decisions and use products that are in your best interest.
Fee-only
We are fee-only – that means we will not make money from selling you products...or any other way!
Focused on you
We are small on purpose; we want close relationships with all of our clients. You will never feel like you are ‘just a number.’