EOS FINANCIAL PLANNING

Our investing practice is rooted in Modern Portfolio Theory. We choose investments to minimize costs while providing proper diversification... We are deeply committed to upholding the fiduciary standard and providing unbiased, conflict-free advice. We will never sell products or accept commissions. We operate entirely independently... We will work with you to explore your personal goals and develop a plan that gives you a financially secure footing while helping you reach for your dreams. Along the way, we'll teach you a bit about everything from the portfolio theory to behavioral economics that goes into creating that plan. We believe the key to long-term financial stability lies in understanding not just what you should do, but why you are doing it.

Also known as: Eos Financial Planning LLC