A Better Model for Modern Wealth Management
We set out with simple question: Based on what we know about the financial services industry, what type of firm would we want our family to work with?
Fiduciary, Fee-Only Advice
Your best interests come first—always. No commissions, no hidden incentives, just objective advice.
Transparent Flat-Fee Pricing
Simple, predictable pricing that aligns with your success—no percentage-based fees, no surprises.
Evidence-Based Investing
A disciplined, research-backed approach that reduces costs, minimizes taxes, and removes emotion.
Tax-Efficient Financial Planning
Proactive planning to enhance tax efficiency and preserve more of your wealth.
Personalized and Responsive Service
Work directly with a CFP® professional in a collaborative, high-touch relationship tailored to your needs.
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Our Financial Planning Team
Planning Expertise, Personalized Advice, Uncompromising Standards
With deep experience in investment, tax, and estate planning, we deliver tailored guidance with a flat fee to help you make confident, informed decisions.
Every plan is developed and managed directly by your lead wealth advisor. Just as larger firms rely on specialized teams for complex situations, we may collaborate—on a selective basis—with independent experts such as CFP® practitioners, JDs, or CPAs. These trusted professionals provide an added layer of insight and review, engaged only when their perspective meaningfully strengthens the outcome.
Why Fiduciary Advice and Flat Fees Matter
Many financial advisors aren’t required to act in your best interests at all times.
Most operate under a "suitability" standard—meaning they are only need to recommend investments that fit your general financial situation, not necessarily with a fiduciary obligation.
As fiduciaries, we’re held to a higher standard: putting your interests first in every decision we make.
Fees that are fair, not what investors can bare.
Advisor fees are often unclear—making it difficult to know what you’re truly paying.
Traditional fee structures typically charge a percentage of your assets, known as AUM fees, rather than a transparent, predictable flat fee. Over time, these percentage-based fees can erode long-term portfolio growth.
What You Can Expect From Our Client Experience
Choosing the right financial advisor is about more than investing. Here’s what to expect from our planning-first, flat-fee approach to modern wealth management.
CFP® Credentialed Wealth Planning
You’ll work directly with a seasoned CFP® professional—someone who understands both the numbers and the nuance, and brings deep expertise to every decision.
Convenience That Gives Your Time Back
We handle complexity—across professionals and platforms—with tech that keeps things clear and easy on your schedule.
Coaching Through Education & Clarity
We explain the why behind every recommendation—helping you build lasting financial habits and confidence in every decision.
Continuity Across Your Financial Life
We don’t disappear. We stay with you, evolve with you, and coordinate with your other professionals and important relationships to keep every part aligned.
Our Process
From first call to lifelong strategy, our process is designed to bring clarity, confidence, and momentum to your financial life—one step at a time.
Introduction Call
A candid, no obligation conversation to answer your questions, understand your goals, and determine mutual fit.
Discovery & Strategy Preview
We discuss your goals, identify planning opportunities, and walk through how our flat-fee model keeps advice aligned from day one.
Engagement & Plan Development
Formalize our engagement, organize your financial data, and begin crafting a personalized, strategy-driven plan.
Plan Review & Implementation
We review your complete plan, walk through key decisions, and begin implementing what matters most—investments, tax planning, and beyond.
Progress & Ongoing Support
We stay connected with proactive updates, timely guidance, and ongoing strategy—so your plan grows as your life does.
