What We Do
We specialize in managing investments and providing financial planning advice, plain and simple. We are a Fee-Only advisory firm, which means we don't sell any products other than our advice.
When you work with us, we'll help you put together a portfolio of investments to help you reach your goals. When you need financial advice, you'll work with an advisor who will answer your questions and help you stay on track.
Who We Are
First of all, we're investment specialists. Many financial advisors pay other firms to handle your investments or choose investment models that require the least effort to maintain. Why? So they can spend their time out on the golf course looking for more clients. That's not us. We do the hard work day-in and day-out to manage your investments in the way that we feel gives them the best chance to succeed, knowing full well that it will take more effort on our part. We think it's worth it.
Secondly, we care. We've chosen the Fee-Only approach to investment management because we feel that offering commission products has the potential to cloud our judgment and skew our advice. With us, you won't hear any pitches for the latest-and-greatest life insurance policy or annuity product, because we don't sell them.
Lastly, we're nerds! We live for analysis, growth rates, performance ratios... In a world of advisors who are nothing more than middlemen, outsourcing your tough questions instead of hunting for the answers, we're delivering real analysis and advice. Let us get to work for you to help you reach your goals!