We understand The Challenge.

We are independent advisors who serve people in the design, implementation, management, and evolution of the personal financial plans they need in order to achieve their financial goals.

We understand that people need advice that is customized to their unique needs. Their needs are not likely to be solved by “one-size fits all” solutions or a computer driven algorithm.

We understand how important it is to provide our advice in an independent manner that limits conflicts of interest.

We understand that acting as a fiduciary on your behalf requires us to place your needs before ours.  Always. We are legally required to act in your best interests. Period.

We understand that process is the foundation of successful outcomes.

We understand the value of listening in creating lasting connections.

We understand that integrity and confidentiality are the cornerstones of professional relationships.

We are primarily compensated for our services by a fee based upon the assets we are responsible for. You will always know in advance what these fees and any ancillary costs will be.

We understand that we can’t always do this alone. Your other professional advisors, such as attorneys and accountants, play important roles as well.

We are an independent firm with the freedom to align ourselves with like-minded firms. We are proudly registered with Cambridge Investment Research, Inc., a broker-dealer, and Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. They bear the responsibility for ensuring that we conduct our business according to the highest compliance and operational standards.