Maximize your financial well-being and spend less time thinking about money. With personalized service and unbiased advice, we'll help you grow, protect, and enjoy your wealth.
You deserve a financial planning team that is honest, objective, and always willing to put you first.
As independent and fee-only financial advisors, we are solely devoted to, and driven by, your success. And our fiduciary oath ensures we'll act in your best interest 100% of the time.
Helping you navigate your financial future is a responsibility we take seriously. And it’s an opportunity we cherish deeply.
According to the Wall Street Journal, only 2% of financial planning firms are legally required to always make optimal recommendations for their clients. We are among those 2%—by our choice and by our values.
We believe in the importance of our fiduciary duty. We don't sell products, and we’ll never accept commissions or kickbacks.
That means you'll get objective advice every time. Plus, our fee-only structure helps ensure that our success is measured only by yours.
We’re a 100% independent and employee-owned financial planning firm. That means we are not beholden to any outside broker-dealers or wholesalers. We don't have shareholders — we have stakeholders: our clients and our team.
We aren't restricted to any specific products or funds. We invest our clients' financial assets in the best mutual funds and exchange traded funds in the world, tailored to their specific goals, needs, and situation.
Our financial advisors earned degrees specifically in financial planning, and several hold the most prestigious credentials in the profession, including Ph.D., CFP® and CDFA®. Our team also includes distinguished university professors who have published more than 200 articles and authored multiple books on financial planning.
And we never stop striving to learn for the benefit of our clients. We actively conduct research, dive deeply into the latest academic journals, and attend leading continuing education conferences around the country.
All components of your life are connected to your financial well-being, so we address them all—from spendings and savings to retirement planning and everything in between.
We don't believe in cookie-cutter approaches to wealth management. We focus on the details that are important to you and build financial plans personalized for your needs and situation.
Financial planning isn’t a short-term process or one-time event. That's why we foster honest, life-long relationships with our clients. You should always be able to count on your financial advisors, both today and decades from now.
Our clients receive personalized, responsive service. It’s a large part of how we’ve maintained our reputation as one of the country's top wealth management firms — and a 99% client retention rate.
To maximize the value of our comprehensive process, we are best suited to serve individuals and families with at least $1,000,000 in investable assets.
While always putting your best interests first, we offer unbiased advice and do all the heavy lifting to manage your financial life — so you don’t have to.
We’ll help you build a strong financial foundation. When it comes to managing your finances, we do the heavy lifting, so you can focus on your career and the people who matter most to you.
Our team’s unique experience and skillset positions us to create financial plans that show the whole picture. From establishing 401(k) plans and developing business exit strategies to building personal retirement and tax plans, we have you covered.
You’ve worked hard to get where you are. Now is the time to focus on what’s most important to you. We’ll help optimize your tax strategies, investment portfolio, and income distribution plan while you pursue your grandest dreams.
Our financial planners and investment managers are among the most experienced, educated, and credentialed in the country. That means you’re in good hands for the long-haul.Meet Our Advisors