As your independent investment advisor, we believe in choice and transparency. And as a fiduciary firm, our clients’ interests always come first. You choose exactly how you’d like to work with us.

• Financial Planning: For a flat fee, we’ll provide personal financial planning for individuals and small businesses. We’ll work together to create your personalized investment plan – including specific investment recommendations and guidance on how to self-manage the plan.
• Full-Service Investment Management: Or, for a quarterly management fee, we’ll provide full-service investment management services, ongoing monitoring of your portfolio, and consultation throughout the year on your financial needs. We use Fidelity Investments as your bank, but we are an independent investment advisor and not owned by Fidelity.

Contact Us

We are a referral-only firm.  Please send us any questions you have about the process and how it can work for you. We look forward to connecting.