Why Choose A Fee-Only Advisor?

Unbiased and On Your SideBalanced Rock Stacks

We are a Fee-Only Advisor, which means we’re only paid directly by our clients. We receive no commissions, referral fees, sales fees, loads or payments of any kind from any 3rd parties like brokers, fund companies, insurance companies, other investment managers or anyone else. This allows us to provide unbiased advice and a plan that is right for you.

We Don’t Sell Anything

Fee-Only Advisor means we don’t sell anything but our services, so our only interest is in keeping our clients satisfied. We are always happy to discuss our services at no cost to see if we would be a good fit for you.

Completely Transparent

When there are potential conflicts, Fee-Only Advisor means we will disclose them to you. We have built our business in such a way as to minimize conflicts wherever possible. As a Registered Investment Advisor, we owe our clients a fiduciary duty to act in their best interest, and we are committed to putting your interests ahead of our own.

Because transparency is important to us, you’ll get clear statements of any and all fees paid to us along with your account statements. Our fees are disclosed in advance and agreed to in writing. And we’re always happy to discuss any questions or concerns you may have, because your peace of mind is the most important thing.

Learn about How We Invest and the Services we offer.