Who We Are
We are an organization born out of a need to make the financial industry honest. Our clients receive knowledgeable financial advice from a holistic standpoint. Our advisors adhere to an oath to serve as your fiduciary. It is understood that finances are one piece of your lives, and we strive to make the management of that piece a lot easier.
What We Do
- Retirement Planning
- Investment Planning & Management
- Estate Planning/Wealth Transfer
- Education Planning
- Tax Planning
- Charitable Giving
- Insurance Needs Analysis
- Small Business/Startups
- Real Estate Investments
- Socially Responsible Investing
- Family Office
- Domestic Partnerships
- Retirement Plan Administration
How We Get Paid
1 of 3 options
- Annual Service Fee: This flat fee pays for anything we do for an entire year.
- Assets Under Management: If we are buying and selling investments in your accounts for you, we charge a fee for it, as a percentage of assets managed.
- Hourly Fee: For specific concerns that require less time to address, the hourly consultative rate may make sense.