Chart Your Path with Confidence
Are you looking for a partner to guide and support your financial decision-making?
With your input, we create a personalized financial plan that reflects your unique situation, values, and goals. Together, we organize your finances, clarify your objectives, design a long-term vision, and implement optimal strategies to achieve your goals. Based on your priorities and circumstances, we address ongoing savings, investment, tax, estate, education, retirement, and charitable planning needs.
While planning reveals and quantifies your goals, investment management is one of the means to achieving them. We manage your investments on a discretionary basis, and your portfolio is monitored and adjusted when needed.
Goals-Based, Customized Plan
Integrated Financial Planning & Investment Management
Ongoing, Long-term Relationship
An Integrated Approach to Your Financial Well-Being
Our Fee Structure
As fiduciaries, we always put your interests first. As fee-only advisors, our fees are fully disclosed and transparent.
- Our fee structure includes financial planning and investment management.
- Annual fixed fee of $3,000 plus an assets under management fee starting at 0.75% that declines at higher asset levels.
- Fee-only means we are compensated only by our clients. We receive no compensation from third parties.
- As your assets increase, your fee as a percentage of assets decreases.