What makes us different:

  • We will meet with you regularly, talk with you often, and come to know you very well.  This personal relationship is essential to providing you the highest quality advice, tailored to your preferences, concerns, and particular needs.

  • We provide access to low-cost, professionally managed ETFs (Exchange Traded Funds, similar to mutual funds, but less costly), and can diversify a portfolio globally, and across many types of asset classes.
  • We are fully independent, and work only for you.  As a fee-only firm, we don't accept commissions, referral fees, or sell proprietary products.
  • We offer broad planning capabilities, taking into account taxes, insurance, and estate planning, so that you can make good strategic choices in all areas of your financial life.

Let us know how we can help you.  Please fill out the form below if you'd like more information, have questions, or for a no obligation, confidential meeting.

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