We are not tied to any family of funds or investment products. As fiduciaries we act in your best interest, at all times. We use an independent custodian (Charles Schwab & Company, Inc.) so we have a system of checks and balances...
We are a fee only financial advisory firm helping clients refocus their time and energy to what matters most to them. If you are looking for an innovative planning process and tax focused investment strategy, let's talk.