• Your future is bright.

    Plan on it.

Comprehensive Financial Planning

As Fee-Only Wealth Managers we provide financial planning and asset management tailored to your unique situation.

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We are Fee-Only Fiduciaries

A fiduciary is legally required to put your interests first.

No sales of financial products. No split loyalties. No nonsense.

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We are Comprehensive

A comprehensive advisory firm does not focus strictly on investments.

Instead, all areas of your financial life are brought together to work in concert for your benefit.

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The Thinker

Our Investment Philosophy

Let’s be blunt: the conventional predictive approach has failed investors. We cannot predict the future, but we console ourselves with the fact that neither can anyone else.

Our investment philosophy is to increase returns by controlling what we can: risks, costs, taxes, and behavior.

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Financial Plan By The Numbers

As of July 31st, 2017

65

cumulative years of experience

300+

households served

$370M +

assets under management

Why We Are Here

The investment industry has been taking advantage of investors for far too long.  

We partner with our clients to manage their wealth with a focus on reducing conflicts of interest, containing their costs, and providing total transparency.

We deliver world-class financial advice, behavioral coaching and education. This is of great value to our clients in terms of financial success and standard of living.  Perhaps of even greater importance is the peace of mind that a simple, elegant financial plan provides.

Put simply, we worry about your finances so you don’t have to.

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