We are committed to 3 core principles so our clients know who's side of the table we’re sitting on:
We believe that you shouldn’t have to worry if the financial advice you are getting is in your best interest or not. We’ve taken a fiduciary oath. This means we are committed to always putting your interest ahead of our own (no exceptions, ever).
The only compensation we accept is directly from our clients. That means we never get compensated via commissions, referral fees, investment companies, insurance companies, or any 3rd party. We are here to serve nobody but you.
We are committed to fitting into your busy schedule. Both virtual and in person meetings are available. We also do not maintain account minimums. This allows you to focus on the things that are most important to you: your family, your profession, and yourself.