Financial markets are volatile, but our values are steadfast. We are dedicated to...
Integrity – We adhere to a strict code of honesty, integrity and ethical behavior. We believe in The Golden Rule; we treat others as we want to be treated. We recognize that we are entrusted with personal and private information and we will not break that confidence.
Independence – As a fully independent Fee-Only firm, our interests are completely aligned with our clients. We do not receive or accept any compensation from third parties. In fact, as a registered investment advisor, we are a fiduciary. We have the legal and ethical obligation to act in each client’s best interest. We are charged with an elevated duty of care, prudence, and diligence.
Competency – We believe that competence is the principle by which we should be judged. We constantly pursue continuing education and professional development. We uphold the standards developed by the profession’s regulatory organization, the Certified Financial Planner Board of Standards. We are dedicated to providing highly responsive, first-class service. We strive to “do it right the first time”, delivering in a manner that is prompt, professional and courteous.
With over 25 years of experience helping clients, we are ready to provide our expertise to meet your needs.
We think choosing a financial advisor is something that should be done carefully and patiently. When the fit is right, you will know it.