Broker Check

Independent

Our first priority is helping you take care of yourself and your family. Being independent aligns our priorities to put you first.  We work for you rather than represent a brokerage firm or an insurance company.

Fee-Only

As fee-only advisors, we are paid by you, period.  There are no commissions, revenue sharing, or third-party money changing hands.  When looking for an advisor, you will find three different business models, and we are fee-only.

  1. Commissioned: paid for selling financial products.
  2. Fee-based: a mix of commission and fee.
  3. Fee-only: 100% commission free, to effectively eliminate conflicts of interest.  This is the most transparent and pure form of payment.

Fiduciary - all the time

As a fiduciary, we are legally obligated to act in the best interest of our clients.  Most firms and advisors are held to a lower standard or they can be fiduciaries some of the time.  We are fiduciaries all the time.


Schedule an appointment