Why Choose Us


  • We are an independent advisor. Our allegiance is to our clients, not to some big-name brokerage or insurance company. We work for YOU, and we want YOU to do well!
     
  • We are a Registered Investment Advisor who is obligated to act in a fiduciary manner.  This means it is our responsibility to put our client's interests ahead of our own. We never, ever get paid a comission for trading, nor do we receive comission from investment companies or anyone else for that matter. We only get paid for our advice and our ongoing investment management services.
     
  • We offer financial planning, retirement planning, and investment services within a boutique-type office setting.  We are open M-F from 8am-4pm, so when you call or stop by our office, someone will be  there to assist.
     
  • We provide very personalized, yet managed account services using investments designed specifically for YOU and YOUR goals, not some canned computer approach that everyone gets.
     
  • Our advisory fees are structured so that when you do better, we do better.  Also, the advisory fee rate can decline as your total investments grow in size.
     
  • We are able to offer very competitive fee rates because we don't have the heavy overhead of the big firms. This means YOU get to keep more of what is YOURS. Isn't that the way it should be? Call or email us to start the conversation!

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