How We Are Different

With over 70 years of combined experience, our team has the knowledge and experience to effectively manage the many complex aspects of your finances. We work on a fee-only basis, meaning we bill directly and do not accept commissions for recommending specific products. As fiduciaries, our goal is to be your long-term partner and provide advice based on your goals and objectives, not our own. We maintain ongoing relationships with attorneys, accountants and other professionals and work to coordinate your investment decisions with other financial decisions.

  Long Term Relationships

Our goal is to be our clients’ partner, someone who helps them achieve their goals now and in the future.

  Personalized Service

Every client’s objectives are different. We do not manage by "model" or one size fits all portfolios. We review existing assets for portfolio inclusion and ensure each recommendation is based on our clients’ unique needs.

  Objective, Fee-Only Advice

Since we are not affiliated with any publicly held finance company, we provide independent advice, based on our clients' needs, not our own.
We do not accept commissions, soft-dollars or 12b-1 marketing fees and instead deduct our client fees directly at the end of each quarter. 

  Integrated services

We work to coordinate the many complex aspects of our clients’ finances and maintain ongoing relationships and communications with other team professionals so that investment decisions can be made in conjunction with other financial decisions.

  Consultative, Educational Approach

Our personalized approach allows our clients to determine their level of involvement. While not all of our clients choose to be active in making portfolio decisions, we believe it is important they maintain a broad understanding of their assets. We strive to educate our clients throughout the process so they are more comfortable with the financial markets and their own financial plan.