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YOUR MONEY.
WHERE WILL IT TAKE YOU?


Financial Planning, Advice and Investment Management  - Proudly FEE ONLY & FIDUCIARY

What Makes Us Different

"Truth is ever to be found in simplicity, and not in the multiplicity and confusion of things." Isaac Newton


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Equality

A person's value is not measured by their net worth. We charge flat fees, not a % of anything.

 

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Truth

People should always expect, and get, the whole truth.  We are fiduciaries, 100% of the time.

 

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Simplicity

We believe your life should be interesting and your investments boring.  And we'll use plain English to explain it all.

 

Transparency

iconWe shed light on the fees you pay and what you are paying for.  

 

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360º Planning

We explore the spectrum of financial planning because there is more to your plan than just investments.

 

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.

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