What we offer
We're a fee-only firm.
That means we are legally and ethically bound to uphold the fiduciary standards. As a result, we only have one agenda: to pursue your best interests. Period.
Beyond the numbers.
Financial peace of mind is about more than investment performance. We go beyond the numbers to help you and your family live the quality of life you envision.
Here for you. Always.
We’re accessible, available, and attentive. Simply put, we believe in personalized care and developing long-term relationships.
Your financial future starts here
Money is complex. How you spend it, accumulate it, feel about it, or plan your life based on it. In some cases, your future can depend on it. That’s why we’re here to help make the complex simple. And as a fee-only fiduciary firm, we prioritize people over products – we’re legally committed to focusing on what’s best for you and your family. It’s as simple as that.
With decades of experience in Wall Street banking, accounting, law, and as a CERTIFIED FINANCIAL PLANNERTM professional, we help you understand how to make your money work harder for you. We’re passionate about calculations and analysis. We study your assets, liabilities, income, and expenses. We pay close attention to the nuances and “poke holes” in your insurance policies, employee benefit plans, and home mortgages. Why? Because we want to help you make the best financial decisions possible.
After 50+ years, we’ve seen it all. And we’ve learned this: financial decisions have little to do with money. They’re more often shaped by emotions and behavior. That’s why we bring the experience of all our clients to each of our clients. It may be your first time planning for retirement or the long-term care of an elder, but it’s not ours. We know what you need to prepare for, how, and when. And we’re here for you every step of the way.
Our services include:
Tax Mitigation Strategies
For a second opinion about your current investments, or to talk about your goals, please email us at firstname.lastname@example.org.