As a fee-only registered investment advisor we provide clients with independent and objective advice. From financial plans to the management of multi-million dollar portfolios we provide clients a full range of wealth maximizing services at a reasonable price. Our use of technology reduces our operating costs allowing us to pass the savings on to clients in the form of lower fees. All of our professionals are Certified Financial Planner professionals from our headquarter office in Miami, FL to our regional offices in Dallas, TX and Washington, DC. We act as fiduciaries in that we always put the client's interest before ours. This is reflected in our client retention rate which over the past five years has been over 97%.