Partner with us to help navigate life’s sea of uncertainties, putting you on a path to living your best life and keeping you there.

Financial Planning  

Gain clarity and direction with your finances; we not only provide a detailed roadmap of action items for reaching your goals but can help you implement and reassess them as life changes to make sure you stay on track. 

Investment Management

We will continuously monitor and adjust your portfolio to help you maximize returns, minimize taxes, and most importantly, optimize the odds of meeting your goals with the least risk necessary.

Tax Services

We will make sure you are taking the steps necessary to reduce your tax burden to an absolute minimum. You also have the option to work with a team of highly experienced CPAs to file your returns.

What sets us apart?

• As Fee-Only fiduciaries, we never receive any commissions, kickbacks, or referrals and always have your best interest at heart.

• We select investments and strategies driven by academic and Nobel-prize winning research-not by people on a sales team.

• You won't find the "just trust me" approach that most advisors take. We educate you on our decisions and the reasoning behind them. We keep you informed regularly so you never feel left in the dark. Instead, you'll feel connected and confident about your future finances.

• Our transparent pricing means no hidden fees or surprises.

Who do we work with?

We pride ourselves on working with clients across a broad spectrum of financial situations but find we’re the best fit for those with investments totaling $300,000 or more.

Pricing

There is a one-time $1,500 to get started, and all of our ongoing services are covered by an annual percentage calculated based on the balance of your investments.

Tier Percentage

$0 - $300,000 1.98%

$300,000 - $2,000,000 0.95%

$2,000,000 - $3,000,000 0.75%

$3,000,000 - $5,000,000 0.45%

$5,000,000 - $10,000,000 0.35%

Over $10,000,000 0.25%