We are an Independent Advisory firm and as such we operate within a flat fee only model. So, no hidden fees. There is no being put in a cue on an 800 number line. Instead, a warm, responsive voice. Our conference room’s wall size touchscreen displays your clear, concise, up to date performance reporting. Your dynamic financial plan is designed on the best software our industry has to offer. Our three advisors are respectively in their 60’s, 50’s and 40’s so continuity of service and multi-generational perspectives is part of the firm’s DNA. Best in class wealth management, like any well rooted personal relationship, is an ongoing conversation between people. Let’s start a conversation and see if we are a good fit.