Independent, Fee-Only, Fiduciary

Our Fiduciary Duty: We are fiduciaries, 100% of the time.  We are always acting in your sole best interest.

Independent: We are completely independent from your custodian as well as being completely employee-owned. We have no wall-street shareholders and no conflicted affiliated businesses.

Compensated directly by YOU: No commissions, no high fees, no hidden fees, no add-on fees and no fees from affiliated companies or divisions.