We’re wholly independent — we don’t get paid commissions to sell you certain financial products. This means that any recommendation we make is because we truly believe it to be the best option for you, not because there is anything “extra” in it for the firm.
AS WELL AS QUANTITATIVE
Many firms will have you take a “Risk Tolerance” assessment and then deliver a pre-assembled portfolio based on your score. Essentially, you're a number. We’d rather get to know you and the goals you have, and then work out a plan that aligns with your comfort level.
FOR THE LONG-HAUL
We believe in keeping you involved in your financial progression — not just accepting a check and “taking care of it.” We strive to be an educator on why certain recommendations and decisions are being made — this shared knowledge leads to more successful outcomes.