Trust

Who will you look up to for financial advice?

Above all else, you need to trust your advisor. Our firm is focused on providing you with advice that serves your interest and no one else's. We don't have an incentive to do it any other way. Our model doesn't work if you can't trust our advice.  What good would it serve you to hire an advocate that you had to question?

Our compensation structure ensures that our interests are aligned with yours. Remember, we don't receive any other fees aside from those directly billed from our clients. We don't receive kickbacks from Wall Street to place you in their funds. We don't receive kickbacks from insurance companies to sell you insurance. We don't even have an incentive to maximize your investable assets like managers who charge a percentage of assets under management. These managers will argue that it is in your interest to maximize your investable assets, but this is not always the case- if you had credit card debt, you would want to take your investable assets to pay down that debt. The bottom line is we provide you with advice that you can trust. Always.

Furthermore, since we are a small independent company we have a firm commitment to your privacy. You won't be receiving third party solicitations because we sold a client list or have to worry about thousands of employees at a large firm accessing your data. We don't disclose our client lists to anyone unless granted permission by you (and usually only upon the request of potential client to speak to references). We don't put client specific information on the web, so you don't have to worry about hackers breaking into our servers, nor do we use third party backup systems. We control all of our backups so we can ensure no one else has access to them. These are measures that a large firm cannot provide you.