What Makes Us Different
"Truth is ever to be found in simplicity, and not in the multiplicity and confusion of things." Isaac Newton
Equality
A person's value is not measured by their net worth.
Truth
People should always expect, and get, the whole truth. We are fiduciaries, 100% of the time.
Simplicity
We believe your life should be interesting and your investments boring. And we'll use plain English to explain it all.
Transparency
We shed light on our industry and commit to improving it. This includes fees, which is why we charge only flat, hourly, or project fees, and recommend only very low cost investments.
360º Planning
We explore the spectrum of financial planning because there is more to your life than investments.
Who We Work With
A wise group of people across the country who are committed to pursuing financial well-being and who prefer fair hourly rates or flat fees. People who desire professional guidance and understand the value of independent, objective advice. We do not discriminate.
