Structure and time. As independent, fee-only advisors, our business is designed so we are always on our clients’ side of the table. Since our revenue comes directly from our clients, our loyalty and focus are with them. Of equal importance, we carefully limit our practice to a select group of smart, successful, and fun clients to ensure we always have time to address their needs quickly and thoroughly when issues arise.
A fee-only financial advisor is compensated directly by his or her clients for advice, plan implementation, and for the ongoing management of assets. This aligns the advisors interests with those of the client and avoids the potential conflicts of interest created when a significant portion of an advisor’s income comes from selling financial products to you.
We look forward to hearing from you! Please use the button below to schedule an introductory conversation to help us better understand your needs and determine if we are a good fit. Following your approval, we will begin the wealth management process by gathering a few documents and preparing the necessary paperwork.