Why Choose Us

The answer to this question is simple. We exist to serve you. Our planning and our advice is always in the context of you, your needs, your risk tolerance, and your expectations.

Independent, Fee-Based

We are a boutique firm that is not affiliated with any financial firm, brokerage, or insurance company. This allows us to provide advice free from conflict of interest from third parties. We receive no kickbacks, or other financial incentives from financial companies, freeing us to recommend whatever is in your best interest, because the only one who pays us is you.  

Clients First

Clients receive the personal attention that only a small boutique advisory firm, like us, can provide. We are available to help, not just with investing but with any financial matter you face. Our commitment is to serve as your partner and advocate. We are dedicated to you and your overall financial success.


As a fiduciary, we are legally bound to put our clients' interest first. We were founded on this principal and continue to uphold it to this day.

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