We Are Fee-Only and Fiduciaries
About Us
About Us
As a fee-only financial planner, we are solely paid by our clients; we do not sell products. The fee-only, fiduciary model is typically considered the most transparent and least likely to create conflicts of interest between the client and the advisor, as sales-based incentives are removed.
As fee-only financial planners, we are solely paid by our clients; we do not sell products. The fee-only, fiduciary model is typically considered the most transparent and least likely to create conflicts of interest between the client and the advisor, as sales-based commissions are removed.
As a fiduciary, we are legally bound to act at all times for the sole benefit and interest of our clients. This is the highest standard of loyalty and care under the law. As a member of NAPFA, we have completed a broad-based advanced education program to provide coordinated advice on issues surrounding a client’s entire financial picture. NAPFA members adhere to a rigorous code of ethics.
We Are Independent
We answer only to our clients. We offer our clients a relationship uncorrupted by affiliations with big banks or other financial institutions.
How We Are Compensated
We are compensated by providing advice only. As fiduciaries, we do not receive any commissions or incentives and there are no hidden fees. We believe our compensation should be transparent and straightforward. Our services include one-time, hourly and ongoing engagements that serve your individual needs. Read more about our fees.
