Your market-savvy,
risk management professional next door.

How We Are Different

We are independent and small, by choice

We limit the number of clients we work with because we believe it is not possible to give an exceptional level of service to an unlimited number of clients. Consciously staying small alleviates the pressure that many firms feel when trying to attract new clients, grow into new markets, or “manage the brand”. From our perspective, this would simply be a distraction from our primary purpose, providing advice and service to our clients.

We are objective

Our only revenue source is advisory fees from our clients, and because we are not affiliated with any financial service providers and do not receive any commissions for sale of products, we are not obligated to anyone but you. Our planning and advisement is based solely on our professional expertise coupled with the in-depth knowledge we have of our clients’ wants and needs.

We are truly professional

We pride ourselves on providing the most professional, friendly, and comprehensive service available. That means staying on the leading edge of research and best practices, and the only way to do that is through ongoing professional training, education, and accreditation. All of our investment and financial processes are based on nationally-recognized best practices.

We care

We recognize that our clients are trusting us with some of the most important aspects of their lives. We consider it an honor and a privilege, and we take the concept of stewardship very seriously. It is also of paramount importance to us that we conduct business in accordance with our values. As such, we say what we mean, do what we say, and strive to treat graciously everyone with whom we come into contact.

How to get started?

Simply contact us to schedule a complimentary consultation to assess if our services are a good fit for your needs.