Independent and Objective

  • Act in a fiduciary capacity, seeking to represent our clients’ best interest at all times
  • No proprietary funds or products, no 12b(1) fees, and no revenue sharing from fund companies for recommending an investment
  • All client assets held with an independent custodian
  • Straightforward investment reporting showing account performance, earnings net of fees, and account allocation
  • We are practitioners, not salespeople, and as such maintain the highest level of industry certifications and education – including CPA®, CIMA®, CPWA®, CFP®, CFA®, MBA®