Providing Financial Peace of Mind

We collaborate with our clients to build and implement financial plans to help them reach their financial goals and achieve financial peace-of-mind. We are fee-only financial advisors and fiduciaries to our clients, so we accept no referral fees and sell no commissionable products.

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Used Car Salesmen and a Fiduciary Standard

The reputation of the financial services industry is, to put it mildly, not great. Surveys have found that trust in the industry is generally low, and still other studies have shown that financial advisors rank just above congressmen and car salesmen for...

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Finding the Best Wealth Manager for You – Fit

If you are searching for the best wealth manager, understanding how they earn their income and what professional designations they have is important, as I explained here and here. Beyond that, though, fit is extremely important. Fit is tough to define, but after...

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NAPFA Registered Financial Advisor