One of my most meaningful client experiences was with a physician who had been misled into buying private investments that locked up his money for years –one of which later came under federal investigation. He came to us after learning about the fee-only fiduciary model, and together we built a plan that emphasized flexibility, accessibility, and alignment with his goals. Beyond restructuring his investments, we’ve guided him on tax planning, retirement planning, education planning, insurance planning, and business consulting. I am honored to be of continued service to him and his family. See our reviews.