We See Things Differently
We believe you deserve more than a one-size-fits-all financial plan. Like your goals, your plan should be focused on what’s most important to you.
In our industry, it’s not always the most popular thing to do. But we believe there’s a better way.
You shouldn’t have to question whether your advisor is considering your best interest when making recommendations for your financial future.
As a registered investment advisor (RIA), we uphold the fiduciary standard of care, which means the only financial recommendations and vehicles we offer are those based on your values, priorities and goals.
In Our Opinion, There is Only One Standard. Period.
What does being a fiduciary really mean? It means we will:
- Disclose any conflicts of interest that may compromise our relationship or the services we provide you.
- Offer sound, objective financial advice and recommendations.
- Focus on what’s most important to you and your financial life.
We Stand by Our Word
For many firms, fees and compensation are taboo topics of discussion. In some cases, the details are unclear, or worse, never fully disclosed to clients. This lack of transparency can give rise to conflicts of interest and faulty practices that fail to meet clients' best interests, time and again. That's just not the way we operate — our clients deserve better.
As fiduciaries, we're committed to being open, honest and transparent with our clients, especially when it comes to our fee and compensation structures. Our advisors receive an asset-based or hourly compensation rate for the services they provide, and we don’t receive any commissions for the mutual fund products and money managers that we recommend. The only obligation we have is to our clients — to provide them with the advice that we believe is the best fit for their financial goals and wellbeing.
If we had it our way, every investor would benefit from the transparency and confidence this model can provide — which is why we’ve been a part of a growing industry focused on providing fiduciary services. Dedicated advisors who recognize you face complex challenges that require comprehensive, objective advice — a standard of service we already deliver to our clients, every day.