Who Are We?
Who Are We? We are professional, independent, fee-only investment advisors who manage fully customized portfolios for our clients. We don’t want to be the largest firm, aren’t Wall Street, and we aren’t interested in anything except truly being your partner in your financial journey. As firms grow, all too often the personal touch is lost. Wall Street type firms seek revenue for themselves and reward top salespeople with lavish rewards. That’s not us. We are a team of two who work daily to service your needs and meet your expectations with honest, independent, and focused advice. Our own investments are managed using the same portfolio strategies that we recommend for you. It is vitally important for you to know if your advisory relationship is 100% full-time fiduciary or not. Ask how your advisor is compensated and if any commissions are earned on the sale of any products. And get all possible fees in writing, including any commissions.