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As Featured In & Seen On:
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Your retirement portfolio is your most important asset,
you need skilled, Fiduciary representation that you can trust.
As an independent firm, we represent our clients rather than any particular company and we adhere to the highest legal and ethical standard
of practice - The Fiduciary Standard - ensuring that the only advice we give is what serves our clients' best interests.
of practice - The Fiduciary Standard - ensuring that the only advice we give is what serves our clients' best interests.
Core Services
Financial Planning | Investment Management | Tax Management
Pursuing a Better Investment Experience
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Our investment philosophy is supported by academic evidence, it's fully transparent, easy to understand, and is designed for investors who feel they deserve better. Is this what you've been looking for?
We are educators and advisors, not salespeople, and proud that many of our clients tell us the best part of working with us is that they no longer worry about their money. |
How We Do-It
Because we are a truly independent wealth management firm, we help to protect our client’s financial peace of mind by clearly separating custodian and advising duties. We selected TD Ameritrade Institutional to serve as the custodian for the accounts that we manage on your behalf. The accounts are always held in your name. You grant us limited power of attorney to execute transactions on your behalf. You will have online access to your accounts as well as independent monthly account reports from the custodian.
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Our firm has established a relationship with Dimensional Fund Advisors, an investment management firm based in Austin, TX.
Established in 1981, Dimensional and its affiliates manage approximately $517 billion in assets globally as of December 31, 2018, and offers funds to individual investors through a select network of fee-only financial advisors. We strongly believe this relationship can help address your financial objectives and help you pursue an even more successful investment experience. One of our explicit goals is to assist clients in achieving outstanding investment results using disciplined, well-established practices. |
Dimensional’s strategies are grounded in the research of leading financial economists. The firm's broadly diversified portfolios, consistent investment approach, and trading expertise seek to provide low expenses and turnover.
We receive no compensation from TD Ameritrade or Dimensional.
We receive no compensation from TD Ameritrade or Dimensional.
