Broker Check

We are Committed to Helping People
and Doing the Right Thing.

How We Work

We are committed to helping people and doing the right thing.  This works best when the people we work with are open to honest conversation and understand that there will be challenges along the way.

We go above and beyond and we’re not your average advisors. Our focus is on being above-average advisors.

You'll like working with us if:

  • You want to talk plainly and honestly about your finances and aren’t impressed by industry jargon and buzzwords.
  • You don’t just want an “average advisor,” but you are interested in working with an “above average advisor.” You didn’t Google “advisor who knows just enough to get by” to find us, now did you?
  • You want to have an honest conversation.
  • You believe that the biggest factor in your financial success is your own behavior. 

We'll love working with you if you:

  • Like to hear it like it is and appreciate a relationship built on trust.
  • Know how to take action when needed and don’t just sit on your thumbs.
  • Know the value of a good plan and trust that it will work for you if you let it.
  • Understand that predictions are hard, especially about the future, and that preparation is what is most important. 

You won't like working with us if you:

  • Only want to hear about the latest market update and how we feel about it.
  • Want a cookie-cutter solution for the success of your financial future.
  • Determine the value of your advisor’s opinion based on the amount of starch in their shirt.
  • Don’t appreciate a little witty sense of humor - we are trying to make finance interesting to all of us.

If you are still here, awesome, you can check out our two main services by using the button below.

Our Services