What Makes Us Different
Fiduciary Advisor
As fiduciary financial advisors, we are investment professionals registered with the United States Securities and Exchange Commission (SEC). Fiduciary advisors are important for clients because we are legally required to put our clients' interests ahead of our own.
Modern Technology
We offer secure online access to your account information through your own financial organizer for visibility into your financial life at any time. We also leverage technology when considering your goals, retirement plan, and portfolio.
Certified Financial Planner™
CFP® professionals are held to high professional and ethical standards and are trained to help you develop a comprehensive strategy to reach your short- and long-term financial goals. For additional information, please visit the CFP® website.
“Having trusted financial advisors beside you through the complexities of life is invaluable. We provide a client-centric experience and tailor our experience to your needs.”
Our Partners
As your fiduciary financial advisor, our relationship with you is built on trust. Being an independent firm, we have the freedom and flexibility to tailor our offerings to best suit your goals.
Charles Schwab and TD Ameritrade are our preferred custodians. Both offer impeccable financial stability and remain industry leaders in custody, trading technology, and financial services.
Money Guide Pro provides sophisticated solutions and smart assumptions to help us navigate the complex financial element our clients face. We use their tools to create, implement, and maintain financial strategies.
Black Diamond provides our clients technology tools that mirror what they use in everyday life. Our clients benefit from their first-class mobile application that provides comprehensive window into their portfolio, provides performance reporting, and document storage.
A platform that mathematically pinpoints how much risk investors want, how much risk they currently have in their portfolio, and how much risk they need to take to reach their goals.
Where Are My Assets Held & How Safe Will They Be?
Charles Schwab is our preferred custodian. Charles Schwab offers impeccable financial stability and remains an industry leader in custody, trading technology, and financial services. Charles Schwab is recognized for comprehensive account offerings, education and retirement planning tools, and outstanding customer service. In addition, insurance is provided by Securities Investor Protection Corporation (SIPC) to protect client assets. We facilitate the account opening process by providing clients with the necessary paperwork and handling the interaction with the custodian.
The Difference Between RIA & Registered Rep
As Registered Investment Advisors (RIA), we have elected to adopt the fiduciary standard of client care. This means we are legally and ethically obligated to place your interest above all others with complete transparency. Wirehouse reps are not fiduciaries, as they focus on investment suitability. As an RIA, we are eliminating conflicts of interest and documenting our commitment to you.
RIAs strictly work for the client while wirehouse reps work for their respective firm. As an RIA, we are not limited with investments that only pay a commission. We are not limited by the offerings, investment policies, and control of a large institution. We can better serve you through a fully integrated solutions platform, providing completely objective advice, and independent investment counsel.