Fee-Only Financial Planning 

We are exclusively a fee-based firm that is compensated only by our clients for our services as investment advisors.

Our fee structure for consulting is established up front—according to your investible assets, not according to the volume or frequency of your transactions. As a result, you can be confident we will only recommend investment vehicles and strategies that are aligned with your best interests, goals, and objectives.

Our client-focused fee arrangements are fully transparent and disclosed. Our fees cover all consulting services, including custody search, development of goals, creation of an Investment Policy Statement, portfolio construction/implementation, and performance monitoring.