What Makes Us Different

  • We focus on building relationships with our clients. We listen, we get to know you, and then we provide advice specific to your needs.
  • We emphasize trust and integrity to foster a long-term and mutually beneficial relationship with you.
  • We are proactive. We frequently share new ideas and opportunities.
  • We provide solutions, not just charts, graphs, and monthly statements.
  • We are fee-only planners who do not accept commissions for financial planning products or referral fees.
  • We provide you with access to low-cost, institutional-style mutual funds and tax-efficient investments not normally available directly to individual investors.
  • We offer Dimensional Fund Advisors (DFA) funds – exclusively available to clients of select fee-only financial advisory firms. DFA funds are managed by financial academic experts including two Nobel Prize winners who designed their own indices to capture the returns of a specific asset class, rather than replicate traditional market indices.
  • As Certified Public Accountants, we understand tax law and the tax consequences of investing. This sets us apart from brokers, insurance agents, and other investment professionals.
  • Our Investment Advisors must be Certified Financial Planner™ Professionals (CFP®)1 with a minimum of five years serving the financial industry.
  • We are members of the National Association of Personal Financial Advisors (NAPFA)2 – a very exclusive group of financial advisors with a fiduciary responsibility to our clients.

1Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL Planner™ in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

2The National Association of Personal Financial Advisors (NAPFA) is the nation’s leading organization of Fee-Only comprehensive financial planning professionals.


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