Flat-Fee Wealth Management & Tax Efficient Investing

Providing independent, objective, and high-quality guidance to help you achieve financial wellness.

Plan & Prepare

Financial planning serves as the cornerstone for developing an effective investment strategy. Once your plan is in place, we provide ongoing investment management through Charles Schwab, our trusted custodian.

Services & Fees

What is your investment philosophy?

We prioritize long-term growth by utilizing low-cost, low-turnover, and broadly diversified index funds. While all client portfolios align with this approach, individual allocations and holdings may vary based on unique circumstances and preferences.

FAQ

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“The best way to measure your investing success is not by whether you’re beating the market but by whether you’ve put in place a financial plan and a behavioral discipline that are likely to get you where you want to go.”
 - Benjamin Graham, author of The Intelligent Investor