Learn More About

• Our Services
• Our Philosophy
• Our Process
• Our Fees

We offer financial planning and wealth management services on a fee-only basis. We are independent of any broker-dealer, investment company, investment product, or insurance company. We do not take commissions; therefore, we have no financial interest in any particular investment and are not paid based on the transactions that we recommend, so you won’t have to worry about our motivation for recommending them. In addition, you always know our fee, and it won’t get buried in a hard-to-decipher brokerage statement.

• Financial planning fees are flat, project-based fees; they are determined and agreed to prior to the start of any planning work.
• Wealth management fees are based on a percentage of the assets we manage. Currently, we do not charge a fee for money market assets in taxable accounts or for investments held outside of our firm that we review as part of our asset allocation work (e.g., 401(k) accounts). As we are compensated based on the value of your investments, if your investments do well, so do we; if they don’t, neither do we.

While we view both the financial plan and wealth management as integral for ensuring clients’ financial success, each service is offered separately, as needed. For more detailed information on our fees, please call our office so that we can discuss your particular interests and needs.