You are viewing a preview location.
Broker Check

Our Mission

To create independence, success, and freedom for our clients through intentional planning and investing.

About Us

We are independent advisors. We don't manufacture our own investment funds or have proprietary products to sell. Our clients work with us to enhance what they are already doing for their financial lives. Their best decisions brought them to us, and we honor that in all we do. We believe there is no such thing as a bad decision because learning from them can lead you to great decisions.

Client Centered

Would you rather make a choice or take a chance? Sometimes we take chances that put us at risk without knowing it.

You have choices.

You can choose to work with an investment firm that requires a minimum and may not offer comprehensive financial planning. Or, you can choose to work with a firm that has proprietary investment products but doesn’t focus on financial planning or risk management. You may choose to work with an insurance broker-dealer whose advisors have a firm belief that everyone needs a robust insurance plan but put minimal focus on investments.

Or you can pause, take a breath, and find financial independence through an independent approach.

Our Philosophy

We believe that the best financial outcomes are created through a combination of planning and investing. To us, financial planning is an exercise in developing great ideas on a deeply personal level. Investing, therefore, is putting money in motion to help achieve those ideas. Through intricate thinking, we create simplicity, transformation, and freedom.

Our great ideas come from these tenets.

  • A belief in the power of the markets.
  • The application of insights based on financial science - economic theory + empirical research.
  • An understanding of what drives returns and continual improvement of our method for pursuing optimal performance.
  • The determination to consistently provide an unwavering commitment to our clients.
  • We spend a lot of time understanding your unique lifestyle which forms the core of a good financial plan.

“You have to work hard to get your thinking clean, to make it simple. But it’s worth it in the end because once you get there, you can move mountains.” - Steve Jobs

Meet Our team

Our team is a cohesive unit with a singular focus - caring for our clients the same way we care for our families.