History

A Rich History of Lasting Relationships Built on Personal Advice

Our firm is steeped in a tradition of client service and personal relationships. We built these relationships over a 30-year period devoted to helping individuals and their families achieve their financial goals. We are experienced and knowledgeable fiduciaries and always have been. We have been an independent-minded, fee-only investment advisor since our founding. While these traits and characteristics have become the industry standard for wealth advisors, we are proud to have been leaders in our industry, adopting these standards at our inception. Our independence in an era of consolidation allows us to remain conflict free. Our industry has seen many changes over the years, but our core beliefs have never wavered: independent-minded, knowledgeable personal advice at a fair, transparent fee. We look forward to the next 30 years and hope you will allow us to help navigate your financial plan.