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Honesty by Design

A Fiduciary (and More):

  • • We act in your best interest
  • • We endeavor to give advice that is free from conflicts of interest
  • • We provide transparency about our fees
  • • We tier our fees downward early – view fee schedule

We do not:

  • • Sell any financial products
  • • Earn commissions
  • • Receive any payments from product providers
  • • Earn revenue from trading or other account activity

The only revenue we earn for advisory services is the management fee our clients pay us.

We believe that good financial advice grounds investment advice in sound financial planning. Investment portfolios that don’t take into consideration the liquidity you need to help pay for your kid’s college or prepare you for retirement isn’t really good investment advice. None of these decisions should be divorced from one another. Financial planning and investment management are each integral pieces of your complete financial picture. As a professional services firm, we help you manage that complete financial picture. And this is where the real value of our service lies.

Investments are a big piece,
but they’re only a piece.

How do we charge for our services?

Our annual advisory fee is charged as a percent of the assets that we manage. The fee is calculated and deducted from your portfolio quarterly. We always bill in arrears—no fees are charged in advance. Generally, the greater the value of your portfolio the lower the incremental percent of the fee.

View our fee schedule
View our Form CRS

We build in-depth relationships with our clients by offering experienced guidance within the setting of a smaller, more personalized firm.

Meet the team

Schedule a time to speak with us

Insights

Q3 2025 Market Chart Book

by | Nov 10, 2025

You can download our comprehensive market review in charts and tables from the link below. Topics covered include: 3Q2025 Chartbook Analysis TABLE OF CONTENTS: Market Summary World Stock Market Performance US Stocks International Developed Stocks Emerging Markets...

Q3 2025 Market Commentary

by | Nov 10, 2025

The US stock market roared ahead in the third quarter of 2025, fueled by increasingly enthusiastic Artificial Intelligence (AI) investment. The S&P 500 gained 8.1% for the quarter, and is now up 14.8% for the year to date. The investment in AI data centers has...

ESG Investing in the Trump Era

by | Nov 6, 2025

ESG is not about sacrificing returns for values — ESG investors seek to identify sustainable businesses that are better equipped to navigate the risks and opportunities of the future.