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.
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.
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.