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Our Guiding Mission IS ALL ABOUT YOU

Our mission is simple:  We want to help you achieve and maintain financial independence so you may live a more balanced and rewarding life now and in the future. We do this by delivering personalized solutions to help bring your financial life goals and personal core values into proper alignment.  

Our firm was founded over a decade ago to help every client get a better return on life. We are dedicated to the financial health and happiness of our clients. Let us help you live your life by design, not default.

UNBIASED, Fee-Only, Fiduciary Advice

As an independent, fee-only financial planning and investment advisory firm, we have a fiduciary responsibility to always place our clients' best interests ahead of our own. What exactly does this mean? In short, we will always provide 100% unbiased, objective advice that is in your best interest, not ours. 

As a fiduciary firm, we are legally bound to do what is in your best interest 100% of the time. Unlike brokerage firms and insurance companies, we have no hidden agenda with no corners to cut or sales quotas to meet, and we offer full disclosure to every client all of the time. You can rest assured that we will always do what is in your best interest to grow and preserve your wealth and your legacy.

We are completely independent and operate as an open architecture wealth management firm with comprehensive access to a broad base of global offerings to benefit our clients. We don't accept commissions from mutual funds, brokerage firms, and insurance companies or any other third-party, and we have no proprietary products to sell and no sales contests to win. We work solely for our clients, eliminating the compensation conflict of commissions and one-time ('one and done') product sales. As strong proponents of the Fiduciary Standard, we manage the financial nest eggs of our clients to help them achieve and maintain financial security.  


Financial planning is a process designed to help you achieve your financial life goals, and the process works best when you trust your financial advisor and fully understand and implement their advice. We build strong relationships with all of our clients so that we may first understand their specific needs and goals, and then provide knowledgeable and thoughtful advice to help improve their personal situation. 

"What you get by achieving your goals is not as important AS what you become by achieving your goals."

Henry David Thoreau