What makes us different
We believe wealth management should be straightforward, honest, and centered on your goals and priorities.
Conflict-free advice
As a fee-only investment advisor, we are bound by a fiduciary obligation to our clients — meaning your interests are always at the fore. Unlike broker dealers who are incented to sell you investment products that may not be in your best interest, our only incentive is to do what's right for you.
Investing together
We are clients number one and two. Our assets are managed by the firm with the same duty, thought, and care as your own — and we pay fees just like everyone else. When your portfolio does well, so does ours.
Modern technology
Established investment firms often have information scattered across multiple legacy platforms. By contrast, we've adopted the most modern client platform, creating a one-stop shop for all your financial information — reducing the risk of errors and ensuring your valuable time is spent efficiently.
Fair & transparent fees
Instead of the traditional tier-based billing construct, our unique sliding-scale fee structure ensures predictable changes in your fees and eliminates the risk of an unfair, abrupt rise caused by market under-performance. With us, there is only transparency: one fee to cover all services.
The assignment provision
Our unique assignment provision acts like a "trade kicker" in sports. If we ever sell our interests in the firm to another party, you receive compensation in line with your share of our assets under management — a tangible way we put our money where our mouth is.