I partner with families to reduce taxes, invest smarter, and retire confidently through science-based planning and investment management.
You need a partner, not a product.
NAPFA defines a Fee-Only financial advisor as one who is compensated solely by the client with neither the advisor nor any related party receiving compensation that is contingent on the purchase or sale of a financial product.
The Fee-Only method of compensation is the most transparent and objective method available. Some advisors utilize a commission-based model where they receive compensation based on the specific products they sell you. This introduces a conflict of interest that is inherent in the transaction.
I believe in placing your best interests first. Therefore, I am proud to commit to the following five fiduciary principles:
I will always put your best interests first.
I will act with prudence; that is, with the skill, care, diligence, and good judgment of a professional.
I will not mislead you, and I will provide conspicuous, full and fair disclosure of all important facts.
I will avoid conflicts of interest.
I will fully disclose and fairly manage, in your favor, any unavoidable conflicts.
Initial Plan Guarantee
I have designed my services and pricing around putting money back in your pocket, but talk is cheap. That's why I have an Initial Plan Guarantee.
If you are not satisfied with my planning services up to and including the Initial Plan Delivery, the full payment will be refunded.
Find out more on My Services Page or in the Firm Brochure.