Since our fee structure is straightforward, we strive to make our value greatly exceed any fees you pay. If you've never had someone assist you with investing in the past, we want to make the switch easy.
Resources
Callan Associates
Callan Associates' mission is to deliver superior consulting solutions that help clients achieve their investment and business objectives.
Dimensional Fund Advisors (DFA)
The mission of Dimensional Fund Advisors is to deliver the performance of capital markets and increase returns through state-of-the-art portfolio design and trading.
Parametric
At Parametric you won't find market pundits or star stock pickers. But you will find creative, thoughtful people who build and apply advanced technology to help achieve investment goals. A Parametric investment solution is typically based on rigorous research, a good helping of math, powerful computers and propriety software.
Wipfli
CPAs and consultants.
Associations
The Financial Planning Association
The Financial Planning Association connects those who need, support and deliver financial planning. We believe that everyone is entitled to objective advice from a competent, ethical financial planner to make smart financial decisions. FPA members demonstrate and support a professional commitment to education and a client-centered financial planning process.
The National Association of Personal Financial Advisors
The nation's leading organization dedicated to the advancement of fee-only comprehensive financial planning.
Paladin Registry
The Registry is your independent, objective source for finding high quality financial professionals and firms.
