Independent, fee-only advisory and financial consulting for individuals, families, and small businesses. We deliver clear, research-based guidance you can act on—on your terms.
Professional investment advice structured around your needs—not product sales or proprietary strategies.
One-time or ongoing advisory engagements to create, review, and refine personalized investment plans. We provide guidance on portfolio construction, asset allocation, and risk management to help you pursue your financial goals.
Comprehensive, client-owned investment plans designed to align with your objectives and risk profile. Each plan includes tailored asset allocations, documented restrictions, and clear implementation guidance that you can execute independently or with our ongoing support.
Optional quarterly review sessions to revisit your financial goals, evaluate portfolio performance, and make adjustments in response to market developments or personal circumstances. These check-ins help ensure your investment strategy remains aligned with your objectives over time.
Small-group sessions focused on investment principles, portfolio decision-making, and key financial planning concepts. Workshops and seminars are designed to build confidence and improve understanding of the strategies that support long-term financial success.
For groups of three or more participants, the fee is $200/hour. For smaller groups, the fee is $350/hour.
Comprehensive review of your financial situation, investment experience, and personal goals. We document objectives, constraints, time horizon, and risk tolerance.
We integrate fundamental, technical, and quantitative methods to develop recommendations aligned with your specific needs and preferences.
Receive a written investment plan you own and control, with clear implementation guidance.
You execute the plan. We don't place trades or hold custody—you maintain full control of your assets.
Fee-only structure—no commissions, no product sales, and no hidden incentives.
We don't take custody or discretionary authority. You retain full control of your assets.
Strategies grounded in data, discipline, and sound investment principles.
Simple hourly billing. Choose one-time consultations or ongoing support—based on your needs.
Independent, transparent, and research-driven investment advice for clients who value clarity and control.
Schedule a discovery meeting or take our risk assessment to begin the conversation.