Your Purpose. Our Passion.

Independent Advice…

In working with other financial professionals, did you ever get a sense that their client was your money, rather than you? Our client is you: your goals, aspirations and purpose. Your money is simply a resource to help you live the life you want.

When your Wealth Advisor is being paid for the result they help you get, rather than for the products they sell, most of the temptations and biases commonly associated with financial advice are eliminated.

We have created a fee structure that supports independent advice, and depending upon the engagement, we are compensated by a flat fee, retainer, hourly, and/or investment advisory fees.*

*There may be instances where we are paid a commission in lieu of a fee, e.g., insurance transactions. For additional details please see A Higher Standard of Care.