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  An inter-generational
commitment to providing
objective, transparent
advice.

When you retain us, you reduce stress. You’ll receive
objective, tax-efficient advice that earns higher expected
returns on your investments

all for a reasonable, transparent cost.


Our
Typical Client

While we serve a
diverse client base,
our typical client

  • Is, or has the potential to be, a high earner who understands the benefit of planning for the future.
  • Seeks objective, customized, comprehensive advice from a fee-only advisor.
  • Appreciates an ongoing, long-term partnership.
  • Prefers delegating, where appropriate.
  • Will likely leave a legacy for future generations and/or charitable causes.
  • Is often referred to us by a friend or colleague.

YOU ARE

A Doctor, Dentist
or Other Medical Professional

Your needs are unique. Due to lengthy and expensive educational requirements you face a late start accumulating wealth. Whether you’re an experienced professional or you’re just starting your career, you value your limited free time and realize the importance of making evidence-based financial decisions.

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An Established Family or Individual

Your financial concerns range from wealth accumulation and distribution, to estate and retirement planning. Your focus may be on the peace of mind you would derive from knowing you and your loved ones can maintain your quality of life, and leave a legacy for your heirs or to designated charities, in a tax efficient manner.

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An Exceptional Young Professional

You need a “life plan” that’s comprehensive, tracks your progress, and deals with your unique concerns. You may need to balance paying off debt versus saving, all while planning for retirement. You may have a growing family. If so, your primary concern is providing for them — especially in the event of a premature death.

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MANAGING A RETIREMENT PLAN,
TRUST OR FOUNDATION

We assist retirement plans, trust and endowments in structuring portfolios for the long term. We understand the delicate balance between risk and return and are cognizant of the need to minimize costs. In this litigious environment, you are concerned with liability and want to be sure you are meeting your fiduciary obligations.

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