Our Values
Wealth management is complex, but it should not be complicated.
We value you and your personal financial goals. We work with you to help create a wealth management strategy that both meets your goals and simplifies your financial life.
Our core values deliver on our promise:
We listen
We are fiduciaries - our clients always come first
We believe in transparency, simplicity, and expense minimization
We are a fee-only firm; we do not earn commissions on any investments
We collaborate with our clients and their accountants, attorneys, and other trusted advisors
We have 30+ years of philanthropic leadership
We are eager students of markets, financial planning, and behavioral economics