Who We Are

When you work with us, you are working with a team of highly qualified, ethical, experienced and caring professionals.  Because we are independent, you can be assured that we work only for you, and that we are committed to being your advisor and your advocate.

Our philosophy and mission is to focus first on you and your overall best interests. We are committed to offering objective advice, quality portfolio management and financial planning services, while minimizing possible conflicts of interest.  Our clients compensate us directly either through a percentage of assets under our management or quoted fixed fees for project or consultation services.  We do not sell any products, and we do not have compensatory affiliations with any mutual funds, brokerage firms, insurance companies, or other outside organizations.