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Services
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Wealth Management
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Through our fee-only wealth management services, we direct your hard-earned assets to meet your portfolio goals and build peace of mind so you can focus on the things that matter most. Our experienced team takes care of your financial considerations, designs your investment plan, and provides ongoing support to advance your wealth management strategy. We will be with you for years to come.
Investment Planning 
Our team of CERTIFIED FINANCIAL PLANNER™ professionals can help you establish a long-term investment strategy suited to you and your needs. We take the time to learn about your investment experience, assess your goals, and build a personalized and simplified portfolio. We keep you as informed as you want to be about your portfolio through regular market updates, tax-efficient rebalancing, and quarterly and annual reporting.
Research and Management 
Maintaining a strong investment portfolio requires time, discipline, considerable skill, and an understanding of long-term drivers of returns. From ongoing monitoring to trading and rebalancing, we take care of your portfolio management needs while keeping you involved and up-to-date about your current investments.
Client Service 
Our service sets us apart - we hear it from clients all the time. We want to take as much as possible off your plate while also keeping your assets and personal information secure. As a resource to you, we’ll handle document preparation, transfers, discuss charitable gifts, maintain timely required minimum distributions for your IRAs, and even provide notary services.
Unbiased Perspective 
We are independent, meaning we are not tied to any particular strategy or investment option. We are free to work with you in an unbiased manner and focus on your needs first. This independent structure gives you the peace of mind that we can design and implement the most beneficial path forward for you.
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WEALTH PLANNING PROCESS
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Our Fees
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1.0% of assets valued between $0 and $1 million
0.8% of assets valued between $1,000,001 and $2 million
0.6% of assets valued between $2,000,001 and $3 million
0.4% of assets in excess of $3 million
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Financial Planning
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We want to help you secure your future while enjoying the present. Whether you’re preparing to buy your first home, funding your child’s education, facing a significant transition or positioning your business for generational success, we present appropriate options and unbiased guidance that help you reach your highest financial potential.
Business Owners 
As business owners ourselves, we understand the significant time and investment it takes to operate a successful business. Through experienced planning and counseling, we help you articulate and implement your vision as a springboard to personal financial independence. Work with our team of advisors when preparing for a liquidity event, drafting a succession plan, or taking steps to build and protect your business.
Cash Flow & Retirement Planning 
Balancing your income and expenses ensures you can achieve future financial goals and manage life transitions effectively. We work with you to review your sources of income and implement tax-efficient strategies to pay off debt, navigate a windfall, pay tuition, invest for your future, prepare for retirement, and more.
Estate Planning 
Under general guidance, we help individuals, families and professionals design estate plans that fit their needs and adequately equip them to meet with an estate attorney. We discuss various tax-efficient scenarios, charitable giving goals, and how we can facilitate explaining your wishes to your family.
Asset Planning 
From building your wealth to managing a recent inheritance, protecting your financial assets is the key to attaining and preserving your financial success. We work with you and your insurance professional to review your policies and make unbiased recommendations to help you withstand significant life events and protect your income, property, and family.
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FINANCIAL PLANNING PROCESS
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Our Fees
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Our planning fees are billed on an hourly basis. When you partner with us, you will receive an estimate that breaks down this hourly rate and what we expect the total fees to be. Any changes based on further discoveries or more complex planning that is required will be discussed with you before we move forward. This transparent, proactive fee approach keeps you aware of what you will be paying, and what you’re paying for, before the fees are incurred.

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Who We Serve
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Business Owners and Executives
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Professionals and Growing Families
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Women Working Through a Life-Changing Event
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APPROACHING RETIREMENT AND RECENTLY RETIRED
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Overview of Fee-Only Services
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