We don’t sell to our clients, we work for them.

Advisors have so many different names, it’s hard to tell the difference. Wealth Advisor, Stockbroker, Registered Rep, Financial Planner.

The biggest difference is the way in which they are compensated.

As a fee-only financial planning business, the only compensation we receive is from you. In other words, if we make a recommendation to you, you can be sure we are doing so because it’s in your best interest and not because we will receive any form of commission, referral fee, or other type of compensation.

This is important to you because it means we can be more objective than a financial planning business that stands to gain financially from the transactions it makes.

With our approach, we are entirely committed to your goals and focused completely on your unique needs and financial situation, not on recommendations that will add to our bottom line.

We believe fee-only financial planning is the most ethical way to offer our services and the only way we want to do business and carry out our fiduciary responsibilities to you. We are in this for the long-term—to establish an ongoing, mutually beneficial relationship with you that is based on trust, honesty, and integrity.