OUR TEAM

 

We wanted you to know a few things before scrolling to the headshots.

 
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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. Cornell Law defines this as "the highest standard of care."

Many advisors, brokers, and insurance agents promise this but after sifting through the fine print, surprisingly less than 2% deliver on it.

We're a fiduciary and part of the 2%. We're bound to put your interests first. It guides how we hire, invest, advise, and innovate. No selling pressure, no commissions, no inflated promises, and no incomplete truths.

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OUR FIDUCIARY EXPERIENCE

Our mission is to serve your pursuit of a fuller life with tailored financial planning and advice.

We offer you access to a wide range of technologies 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 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