Our Mission

We are called to provide robust, objective advice to help families succeed in achieving their financial objectives.

We have created an environment where…

The client comes first – yes, we are a fiduciary, but we will also start our analysis with our clients’ objectives and assets not our proprietary solutions.

Our revenue will only be paid by clients in a clear, transparent way and our interests will be aligned with our clients – avoiding conflicts of interest. Therefore, we do not generate revenue from

• Proprietary products, including money market cash

• 12b-1 fees on mutual funds

• Trading commissions

• Soft dollar arrangements

• Sales of annuities or life insurance products