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What Makes Us Unique
 
 
We consider ourselves stewards of our clients’ money. Our motivation is always to protect and to serve our client’s best interests. We recognized the importance of our fiduciary role and do everything in our power to earn the trust of our clients. We further distinguish ourselves in six ways:
  1. Client Focus. We limit our focus to the unique wealth management needs of financially successful business owners, executives, professionals, and retirees. That focus allows us to provide superior, meaningful, value-added service.
  2. Fee-Only. We offer a professional service for a fee, optimally aligning your interests with ours. No conflicts of interest, commissions, or products assure you objective, sound advice.
  3. Institutional Access. Through us you gain access to institutional-quality mutual funds, including Dimensional Fund Advisors (DFA) funds, not available directly to the public or to the vast majority of brokers.
  4. Education. With a fiduciary responsibility to educate you on the investments you own, we ensure you are an active participant in your financial planning process and are fully informed on the rationale behind the structure and specifics of your portfolio.
  5. Personal Service. We are purposefully building our firm to have fewer clients than the industry average but with more investment assets per client than the industry average, allowing you a higher level of personal service.
  6. Peace of Mind. Devote your time and effort to the things you are passionate about—family, career, hobbies—because by working with us, your assets are accumulating, monitored, and protected.
        
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