Experienced with purposeful financial acumen, we are tested by recessions and market volatility. Disciplined and informed, we ensure our clients' best interests come first.
Fees matter
Our clients like saving money.
Most actively managed mutual funds underperform the index they're tracking. So why pay an additional 1% or more and receive no value in return? We invest in individual stocks and passive index funds to keep your fund expenses as close to zero as possible and strive to add value through strategic allocation and diversifying.
Invest with a plan
Do you make impulsive investment decisions or feel paralyzed by indecision? You're not alone.
Most investors have bought high and sold low and regret the decisions they've made – or didn't make. We work with you on an investment plan, and we stick to that plan. We remove emotions from investing.
Financial Fitness
Like your physical health, your investments need proper care too.
We develop financial plans to help you save more – for you and your heirs. We help you maximize your tax benefits and savings by setting aside money for retirement accounts and college savings plans. And if you need income, we work with you to make sure you don't outlive your investments.
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio.
Diversification does not protect against market risk. Asset allocation does not ensure a profit or protect against a loss.