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.
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