What We Do

Registered Investment Advisor

Registered Investment Advisor

Fiduciary Duty as a RIA

Much of the financial world consists of salespeople who are compensated by commission for selling products. We are advisors who hold ourselves to a fiduciary standard of care and we are paid by you to advise you. As fiduciaries we are legally bound to act in our clients’ best interests. Our goal is to create an ethical relationship of trust with our clients. We must act with a high standard of prudence and care. In simple terms, we’ll treat you the way we would expect to be treated if we were in your position.

It is our aim to build lasting relationships with each client and intimately know your needs in order to provide advice that best suits you. Our fees are paid by our clients as a percentage of assets under management. This puts us on the same side of the table, working together for common, agreeable outcomes.

We work with an independent custodian, Charles Schwab & Co, in order to preserve the integrity of your account and keep a firewall between us and your money. We never have access to your money and Schwab provides independent record keeping each month. Our reputation for integrity and independence is our most valued asset. We do everything possible to maintain that in every instance we can.

Find our Client Relationship Summary here

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