What Makes Us Different
"Truth is ever to be found in simplicity, and not in the multiplicity and confusion of things." Isaac Newton
Equality
A person's value is not measured by their net worth. We charge flat fees, not a % of anything.
Truth
People should always expect, and get, the whole truth. We are fiduciaries, 100% of the time.
Simplicity
We believe your life should be interesting and your investments boring. And we'll use plan English to explain it all.
Transparency
People should understand how much they pay and what they are paying for. We shed light on it all.
360º Planning
There is more to financial well-being than just investments. We explore the spectrum of financial planning.
Who We Work With
A wise group of people across the country who are committed to pursuing financial well-being. People who desire professional guidance and understand the value of independent, objective advice. They prefer flat, transparent fees that eliminate conflicts of interest. If that sounds like you, let's talk.
