We are paid only by you. As a result, we work only for you.
Being fee-only means we will never sell you any products. We do not act as representatives of any brokerage firms, banks or insurance companies. The way you pay your advisor should be aligned with your needs. Being a fee-only investment advisor is an important principle of our firm since its founding.
There are two ways to engage us as your fee-only advisor.
We can act as your ongoing wealth manager; providing comprehensive financial planning advice along with the management of your investment portfolio on a day-to-day basis. For this service, you pay us a fee that’s based on the size of the portfolio we manage for you.
Or, we can help with your financial planning; meeting for either a single financial planning session or engaging in a comprehensive financial planning project. For this service, you pay us a fee based on the level of research required and the level of detail you need or desire.
Being a fee-only firm is an essential part of who we are. We look forward to talking with you about your needs and how we can best serve you.