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Why Choose Us

Why choose us? Because it is important to you that your finances and life savings are in the best shape possible.

Personal finance has never been more complex. Discerning what information is important has never been more challenging. You deserve advice from bona fide experts that work solely for you, are truly objective, truly independent and never get paid to sell you products.

We believe our team of advisors is exceptionally good at identifying the best course of action for our clients’ unique needs and circumstances. We are big enough to deliver an impressive breadth and depth of knowledge to help you get and keep your finances aligned with your vision, yet we are small enough to be highly attentive to our clients' needs.

When we see that someone made a bad financial decision, we can usually trace the problem back to a lack of a plan, a bad plan, abandoning a good plan, implementing a sound plan poorly, or failing to revise a plan as needed. Our clients should not have these deficiencies. This explains why we have an extraordinarily high client retention rate and the majority of our clients came to us via referral.

We don’t just say we are dedicated to our clients; we publicly commit in writing to act with undivided loyalty to them.

WHY CLIENTS CHOOSE US

DEDICATION TO OUR CLIENTS' INTERESTS

We publicly commit in writing to act with undivided loyalty to our clients.

GREAT WORKING ENVIRONMENT

We have extraordinarily low staff turnover because we treat our team well. So well, they have helped us be named one of the 75 Best Places To Work For Financial Advisors in the US by InvestmentNews. Meet Our Team 

CREDENTIALS

Considered the standard of excellence in financial planning, at our firm, CERTIFIED FINANCIAL PLANNER™ certification is a minimum requirement for anyone who wishes to serve our clients as an advisor.

CONTINUOUS IMPROVEMENT

Our advisors regularly attend conferences and continuing education programs.

SUCCESSION PLANS

We have multiple owners among our staff and a formal written plan to ensure the firm exists indefinitely. We will be here to care for our clients’ finances for as long as they want our help.

TALENTED TEAM

Our firm is one of the most highly acclaimed and decorated in America. We'll put our staff up against anyone's. Meet Our Team

WILLINGNESS TO SHARE EXPERTISE

Our advisors regularly speak at planner conferences & to consumer groups.

If you become a client, you can expect:

  • You will be treated like family by a team dedicated to helping you get and keep your financial affairs in the best possible condition.

  • Your vision for your family is the starting point. Our focus will always be on that vision.

  • We will be “A Sanctuary from the Noise®.” It’s no mistake... you will not see a market barometer or breaking news on this site to clutter your financial thinking or create needless anxiety. If you have a good plan, such fluctuating information is almost meaningless.

  • You will see our unwavering commitment to your needs. We put our commitment in writing as few others can or will do.

  • You will receive excellent communications in plain English and with minimal jargon.

  • You will get expert advice from some of the best advisors in the world. We are committed to lifelong learning and maintaining leading-edge expertise.

“Quality is never an accident; it is always the direct result of high intention, sincere effort, intelligent direction and skillful execution; it represents the wise choice of many alternatives.” – William A. Foster