OUR TEAM

 

We're a fiduciary: transparent and legally bound to put your interests first. Many advisors promise this, but surprisingly less than 2% deliver on it. 

 
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A HIGHER STANDARD

Time, Nerdwallet, and Forbes recommend that you ask your advisor or broker if they act as a fiduciary: an individual or organization registered with the SEC that owes the highest legal duty to ethically act in their client's best interests. No selling pressure, no inflated promises, and no incomplete truths.

Some follow a “suitability standard” so they can recommend "suitable" investments that earn them commissions or revenue sharing. For fiduciaries, this is a major conflict of interest. 

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OUR FIDUCIARY EXPERIENCE

Our mission is to serve your financial pursuits with tailored financial planning and advice.

We offer you access to a wide range of products that most competitors can't touch.

We counsel you on more than investments including your estate, insurances, retirement, corporate benefits, and taxes.

We're fee-only and our fees are competitive. We believe this standard of service shouldn't cost more.

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What we're also proud TO OFFER

 
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AN ENSEMBLE

You have access to a unified team of credentialed, financial experts across multiple financial disciplines.

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MODERN INNOVATIONS

We have access to the most tested technologies and systems available to plan, execute, and safeguard your money.

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PORTLAND BASED

We're locally grown and investing in the future of Greater Portland. We're proud to partner with like-minded individuals and businesses.

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B-CORP CERTIFIED

We have a higher standard for service to our community, for public transparency, and for legal accountability.

 

OUR WORLD-CLASS HUMANS