OUR MISSION STATEMENT
A conservative and comprehensive approach,
coupled with an exceptional level of service and
integrity, is what supports our ambition to establish
long-lasting relationships that span generations.
As an independent Registered Investment Adviser (RIA), our firm provides personalized financial advice to our clients, many of whom have complex financial needs. Because of our independence, we are not tied to any type of investment products. It is important that we provide ongoing advice and investment management based on our clients' objectives.
As a fiduciary, we are held to the highest standard of care and are required to act in the best interest of our clients at all times. We are regulated by the state and required to implement certain practices to ensure conformance to the law.
As a fee-only advisory firm, we are not compensated based on the sale of a product. By removing the opportunity to obtain commissions, we avoid the incentive that is sometimes inherent with a fee-based advisor. A fee-only model helps ensure that we put the client's interest ahead of our own. It can be viewed as the most transparent and objective form of compensation.