Select an advisor that has the heart of a teacher.

Yes. We take pride in that. But we go beyond being just a fiduciary. Our core values are loyalty, altruism, and expertise because what you really need is a LOYAL Fiduciary, an ALTRUISTIC Fiduciary, and an EXPERT Fiduciary - not JUST A Fiduciary.

We're teachers at heart, and our process begins with us being the student. We'll want to study your history, goals, motivations, and finances in order to make the best recommendations possible.

Check out our EXPERIENCE page for a deeper look at (y)our process.

As Dave says, “If an advisor dodges a question about fees, take it as a sign to go elsewhere.” Our fee is 1.25% annually, which covers comprehensive financial planning, investment management, and ongoing support. It’s a flat percentage based on the assets we manage, with no hidden costs or commissions.

(Sorry for the pun!) Part of our job as good financial advisors is to act like your financial coach. Any good coach is going to be doggedly persistent (again, sorry) and keep you accountable to realizing your goals. So yes, we may chase you a bit (!) if something needs to be done, but only because we want what's best for you.

That's ok - everyone has their own timeline. There is no commitment when you schedule an initial call. We promise you'll learn something and be better prepared for when you are ready to move forward.