To provide you with the highest level of attention and service, we have adopted the following non-negotiable promises:
We provide the highest standard of care
We will always provide objective advice and act as fiduciaries, putting your interests above our own.
We are fee-only and proud of it
Our compensation is transparent—no commissions, no third-party payments. To minimize conflicts of interest, our clients pay us directly for advice and services rendered.
We honor your privacy
We will respect and guard your privacy. To that end, all our dealings will be confidential, and we will employ the latest technology to protect sensitive information.
We eat our own cooking
We will manage your investments the same way we manage our own.
We are thirsty for knowledge
We will stay abreast of changes in the law, economy, and investment landscape so we can offer you the most practical and appropriate advice.
We make your goals our priority
Our focus will always be helping you clarify, communicate, and accomplish your goals.
We tell it like it is
We will be honest with you and your family, even if that honesty causes discomfort, so you can make informed decisions about your financial direction.
We are in this together
We will never take your relationship for granted. We will strive to be an exceptional firm, grow responsibly, and be mindful of the effect of business decisions on our relationship with you.