Our Services

Financial Planning
The financial plans we tailor reflect the unique circumstances of each of our clients. We pride ourselves on the deep, life-long personal relationships we enjoy with clients. We work with multiple generations in the same family to help transition values and wealth. Our services encompass financial, education and retirement planning, family legacy planning, risk management, helping clients pass their values on to their heirs, and more.

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Portfolio Management
Portfolios are custom built for each client, with a focus on risk management and long-term performance. Personal investments are designed to be as tax-efficient as possible. Because we are fee-based* and independent, we are uninfluenced by sales incentives or proprietary products. We are guided by a high-level fiduciary responsibility to do what is best for our clients at all times.

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*Refer to the fee-based disclosures here.
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Featured Research
and Writing

The American Taxpayer Relief Act of 2012

January 2014 Newsletter
Our views on the investing landscape

Four Simple Savings Rules
Featured on Faith Middleton, WNPR Radio Show

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