Who We Serve
While our clients range across all life stages and levels of career success, we feel we can make the most impact on the lives of working professional families during their prime earning years.
Those looking to make a difference in their financial situation, are long-term oriented, and communicate well, progress significantly toward their goals.
We won't turn anyone away for a lack of money. If you like working with us and we can properly serve you, the size of your initial portfolio doesn’t matter.
Why Choose Us
Our mission is to provide personalized financial solutions to modern-day problems with the utmost professionalism and ethical standards. We pride ourselves on helping to create a better world by developing and focusing our resources on sustainable and socially responsible (SRI) investment strategies.*
Work with an Accredited Investment Fiduciary® (AIF®) and have confidence knowing we are always required to act in your best interest.
The partnership we have with LPL Financial, an independent broker dealer, further enhances our ability to provide objective financial guidance to our clients.
*All investing involves risk including loss of principal. No strategy assures success or protects against loss.
How We Work Together
Whether you are more of a hands-on investor or prefer to delegate the investment decisions to us, we have account options that fit your needs. Here are some examples.
1. A fee-based approach where we charge an annual percentage of the value of your portfolio, billed quarterly. We get paid more when your portfolio grows and less if it goes in the wrong direction.
2. A transactional pay-as-you-go approach where we charge a commission when you buy or sell certain investments or insurance products.
3. Maybe you're a Do-It-Yourself investor, but are lacking a custom-tailored plan. We offer financial planning services where we can charge by the hour or project.