We are collaborative. We educate and empower our clients to partner together.

We are thoughtful. We will never judge you or make you wrong.

We lack egos and avoid financial jargon just to sound like the smartest person in the room.

We act in an honorable, ethical, and transparent manner.

We are proactive and accessible.

We have a calming effect. Making financial decisions can be very stressful and often creates a lot of anxiety, so it helps working with someone who can help ease your worries.

We are curious. By gaining an understanding of what you value and your goals, we can better develop a plan on how to get there.

We help organize your finances, and stay on track to get things done.

We listen well, and encourage your spouse / partner to have a voice in the financial decisions.

We put your needs before our own needs all the time. We are amongst a 3% minority of financial professionals who practice in a fee-only manner, which simply means we reduce unnecessary bias by never earning commissions or incentives when making recommendations.

You’ll get advice that will help you make more informed financial decisions beyond just investments. We cover things like tax planning, retirement income planning, and equity compensation, to name a few. Here’s a full list of Our Services.