For more than 30 years, we’ve served the financial needs of clients seeking personal, comprehensive financial planning and investment management that relies on clear, thorough and unbiased guidance from experienced independent advisors.
We’re the financial planning and investment management firm that works for you. It’s important that our clients understand that we don’t work for a large Wall Street brokerage firm or any other corporation. What does this mean to you? Unlike advisors who work on commission, we have no quotas or cross-selling directives, and we aren’t distracted by sales meetings or conference calls with distant senior managers. We work for you, our client, on a fee basis. We’re here for one reason—to help you reach your financial goals.
We want you to understand your financial plan and everything we are doing to help you reach your goals. We believe in transparency and full disclosure, so you’ll always know how, and how much, we are compensated.
We’ll take the time to understand your unique situation, and we’ll make sure we have a complete picture before we make any recommendations. Then we’ll implement and continually monitor your plan, keeping you informed of your progress and any necessary changes along the way.
We don’t push products to meet sales quotas set by a home office. Our recommendations are based on our own knowledge and experience, and supported by access to a wide range of independent research and other sources of information. We give you our honest opinion at all times.