Story & History

When we began in the late 90’s, the term “fee-only” was fairly new, as was the financial planning industry itself.

We saw the need to help people without the sales pressure often found in the broker-dealer world, where “advisors” are selling financial products for a commission. Our fee-only philosophy seeks to minimize these conflicts of interest. Our mission is to be our client’s go-to resource for all aspects of their financial lives; to help them identify and reach their goals, and to provide them with a positive investment experience. 

We take great pride in the fact that the majority of our growth as a firm has been due to referrals from our clients.