While many advisors practice under the mantra that bigger is always better, we could not disagree more.  Our focus is not on our own growth but on building strong, trusting relationships, even if that is at the expense of our own growth.

 

To do this, we promise our clients that their advisor will not be working with more than 75 clients at any one time.  Furthermore, our more senior advisors who are working with higher complexity client cases will be working with far fewer clients than this cap.  Just like more students assigned to any given classroom probably means a diminished education for each of the students, more clients to any given advisor most likely means diminished service and quality of advice.  Our client cap means we will not be spread thin, and you will receive our full attention and one on one service.

 

We believe in our service model so much, that we are more than willing to guarantee your satisfaction.  If for any reason your not satisfied with the service we've delivered, we'll refund your fee from the prior quarter and work with you to make things right!

 

What are you afraid of when it comes to your finances?  Most often, we find that people can articulate their hopes and dreams but struggle with figuring out how to achieve them.  And that struggle robs them of their peace. 

 

We're interested in you!  We listen to what you desire with your lives and help you come up with a plan to make those dreams a reality.  Through the relationship we will build with you via very regular, face-to-face meetings, education, and comprehensive solutions, the sense of control you will gain will finally bring you peace in your finances.