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