Independent and Objective

As a Registered Investment Advisory firm, we have the benefit of independence. Partnered with Commonwealth Financial Network, the nation's largest privately-held independent RIA-broker/dealer, we have zero obligation to investment products. This ensures our ability to work with a client-first focus—always. 

Clarity in Fees

We are a fee-based investment management office. Our investment management fees are clearly defined for you prior to providing any services.  Financial planning service fees are charged by the hour, and our billable hours are capped so you know exactly what you are paying. 

Experience

With more than 40 years of direct investment management and financial planning experience, our advisors have been “tested in the trenches.” Additionally our professional designations and services include:

  • Accredited Investment Fiduciary®
  • Accredited Investment Fiduciary Analyst®
  • Certified Plan Fiduciary Advisor
  • Certified 401(k) Professional®
  • ERISA 3(21) Fiduciary Advisor
  • ERISA 3(38) Investment Manager 

Industry Recognition

Our success in developing lasting relationships, our technical expertise and more than four decades of industry experience have led to national recognition from many leading names in the financial services industry, including:

  • Financial Times Top Financial Advisors 2015*
  • Barron's Top Advisory Teams Summit – 2014, 2015, 2016, 2017 and 2018**
  • Barron's Top Independent Advisors Summit – 2011, 2012, 2013, 2014, 2016 and 2017**

* The Financial Times 401 Top Retirement Plan Advisors is an independent listing produced annually by the Financial Times (September 2017). The FT 401 is based on data gathered from advisors, regulatory disclosures, and the FT's research. The listing reflects each advisor's status in seven primary areas: DC plan assets under management (AUM), DC AUM growth rate, specialization in DC plans, years of experience, advanced industry credentials, compliance record and DC plan participation rate. 646 qualified applicants were nominated, of which 401 were recognized (62% of candidates). This honor is not indicative of the advisor's future performance. Your experience may vary. Neither the advisors nor their parent firms pay a fee to the Financial Times in exchange for inclusion in the FT 401. For the full methodology, please visit FT.com

**Barron's Advisor Summits are a series of invitation-only events aimed at recognizing the achievements of successful and influential financial advisors in the wealth management industry.  Invitees were selected solely based on the subjective opinions of Barron's and are not indicative of the advisor's future performance; your experience may vary