We are an independent, team-based, fiduciary Investment Advisory firm. A Fiduciary Adviser is one that is always required to do what is in YOUR best interest. It seems like all advisers should be fiduciaries, right? Surprisingly, they are not! We hold ourselves to a higher standard than other non-fiduciary advisers so you can feel confident that our advice is unbiased and free of undisclosed conflicts of interest.
We use qualified, institutional, S.I.P.C. insured financial firms like Fidelity Investments and TD Ameritrade to hold your investment assets. We also manage some accounts at highly rated insurers like Nationwide.
We reconcile your transaction and pricing records daily to make sure there are no mistakes. We also monitor transactions coming into or going out of your accounts for any suspicious activity.
As you can see, we go to great measures to keep your money and your information safe and your retirement plans on track.
We are growing quickly and now manage more than $240 million of assets for our clients and their families. We take that responsibility very seriously and are honored to work with so many great people.