Fee-Only Pricing

To be truly objective, we have only one focus:  You.  That’s why we are a fee-only financial planning firm. That means we do not accept product commissions, referral fees or kickbacks, and have no relationships that pay us in some other way.

We are also a fiduciary, meaning we have sworn to put your interests first, at all times.  

We have no incentive to actively trade your account or steer you into more expensive investments.  We simply charge you straightforward, transparent fees for the financial planning and investment management services we provide to you.

In cases where the client is an organization or retirement plan, we offer only investment management services.

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