We are a fee-only Registered Investment Advisory firm established in April of 1998 by:
Our firm manages over $400 million in client assets for individuals, families, trusts, partnerships, foundations, charitable organizations, corporations, and public institutions.
It is not our goal to become the biggest financial business in town. Just the best.
We love what we do. We enjoy working with financial matters-but we don’t consider numbers to be our business. People are our business. In fact, our best day is a day spent meeting with clients.
As a small team of skilled professionals, we are each personally involved with our clients. And we plan to keep it that way.
What does that mean to you? You can be sure that you will always remain one of our most important clients.
We are committed to long-term relationships that mature and grow, along with your assets.
Introductory meetings are complimentary.
Click on the document below to view our pre-meeting questionnaire.