About

About Us

Who We Serve

Our clients are working and retired professionals who want a better understanding of their path toward financial independence. They are comfortable taking advice, and disciplined in saving for the future. They want to make sure they have considered all the relevant factors when making important decisions. They appreciate having a reliable source for information, and a trusted partner along their journey. Our clients have a long-term focus. They don’t want to be distracted by every blip in the stock market or fad in the investment marketplace. We are proud of our long-term relationships with clients, often spanning generations.

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Who We Are

We’re a team of financial planners who are passionate about helping people find balance and confidence in their financial lives. We follow the markets and translate the jargon for you so that you can understand what’s happening on Wall Street without spending hours following the financial news every day. We use our experience in financial planning and investment management to help you craft a strategy that will serve you and your loved ones, freeing up your time and energy for the things you want to do. We help you distinguish between important developments in the financial world, and the noise of the 24 hours news cycle, so that you can focus on what’s fundamentally important to your long-term success.

We pursue educating and empowering our clients to make great decisions, so that they can enjoy financial independence and follow their dreams.

Fiduciary Commitment

As Certified Financial Planner™ professionals, we act in a fiduciary capacity to our clients at all times.

This is set forth in the CFP® Board Standards of Conduct as follows: At all times when providing Financial Advice to a Client, a CFP® professional must act as a fiduciary, and therefore, act in the best interests of the Client.

You can learn more about this at www.cfp.net.