Our Values

We recognize the importance of our fiduciary responsibility to provide you with prudent investment management and unbiased advice.  As an independent firm, we focus solely on serving your needs and acting in your best interest at all times.  This provides you with the confidence you seek to pursue financial success on your own terms.  Our guiding values are:

  • Trust: Always act with integrity
  • Independence: Provide unbiased advice that puts the client's best interest first
  • Communication: Take time to explain all decisions as fully as necessary, including both the benefits and downsides of various strategies
  • Compassion: Put clients at ease by recognizing how each decision we make might affect them, and acting as an investor advocate at all times
  • Knowledge: Take a broad approach to evaluating situations, to help provide long-term, sustainable solutions, not easy cookie-cutter answers
  • Costs: Charge fair and reasonable fees for all services and minimize total investment costs to clients
  • Cutting Edge: Integrate current research, technology, and financial planning tools into our everyday practice
  • Teamwork: Work as a team, so clients are not dependent on a single individual and there are multiple people reviewing complex situations
  • Education: Continually strive to learn more and provide better advice