Our Firm

A Values-Based Financial Planning Firm

As an independent firm, we have no quotas to meet. Instead, we offer objective advice, researched recommendations, and customized strategies. Our virtual team includes specialists in investments, taxation, and insurance. With diverse experiences, we provide a “financial advisory clinic” aimed to meet the individual needs of each client. This “clinic” approach is designed to ensure more complete financial planning counsel.

Our Fees

As a fee-based firm, we are open about the fees we charge and always ensure clients are aware of what they are paying. For financial planning, we charge a flat fee for developing a personalized plan and personal financial website (requiring a 50% retainer to begin work, and the final 50% paid upon delivery of the plan). For investment management, we earn fees based on a percentage of the value of your accounts under our management. And finally, we are compensated by commission for insurance products and certain investments, such as 529 plans, that don’t qualify for our standard fee-based investment platforms. Tax and estate planning is billed directly by the client’s CPA or attorney.

We are committed to building close relationships with clients that span generations, serving as a trusted and reliable resource for financial guidance. We enjoy the process of solving clients’ financial puzzles and helping them pursue their retirement goals. Due to the high level of client interaction and attention we offer, we typically work with clients who have $500,000 or more of investable assets.