United by purpose, guided by a shared vision

When choosing an advisor, it’s important to find someone you feel comfortable with – someone who shares common values and understands the level of service you expect. Here, you’ll find people who see you as a person and not a portfolio; a team that cares about your financial well-being. Here are some other details that we believe set us apart.

  • We believe in handwritten notes, personalized service and the art of the old-fashioned phone call.
  • We’re a small business with a large business backing us up, with the best of both worlds.
  • We run our independent practice in line with our own values, following the golden rule and treating clients as we would want to be treated.
  • We don’t believe in making people wait to hear back from us – we show respect by being responsive.
  • We’re in this to help people, not to fulfill a quota or hit a target.
  • We believe in being compassionate and caring toward all.


See our history

Nobody cares how much you know until they know how much you care.
Theodore Roosevelt