Yes! We are bound to act in the best interest of our clients as an Investment Advisor and by the CFP Board.

Yes! We pride ourselves on not being captive to any one company, product, or idea. This allows us to put our clients’ interests ahead of ours, as no single company is the right fit for everyone.

Our fee for Financial Planning ranges dependent on overall complexity of your situation. Most plans are between $2,000 and $5,000. For Investment Management, we charge a flat percentage based on your portfolio’s size. Generally, the larger the account, the lower the advisory fee.

While we would like to help everyone, we are able to provide the most value to those with over $500k of investable assets. Clients with over $1M of investable assets will have ongoing planning support provided by our PWM Team.

While every client is unique, most come to us when experiencing a life changing event. Whether it be marriage, having children, retirement, divorce, or starting a new business, our job is to be your guide through these transitions.

Most people think all financial planners are “certified,” but this isn’t true. Just about anyone can use the title “financial planner.” CFP® professionals have met rigorous qualifications for financial planning. Only those who have fulfilled CFP Board’s rigorous requirements can call themselves a CFP® professional.

Advanced certification designed for experienced advisors who work with high-net-worth clients. It focuses on the full cycle of wealth – accumulation, preservation, distribution. Candidates who earn this designation learn to identify and analyze challenges facing high-net-worth clients and learn to develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth.