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How We Are Different

I will help you to simplify, organize, grow and protect your assets.

 No Product Sales

  • My fee only approach means you get objective financial advice as opposed to a sales pitch for products you may not want or need.  I do not accept commissions or any outside compensation, so I am able to put your best interests first as a fiduciary.

No Custody of Your Assets

  • I do not have investment balance minimums, nor do I "gather" your assets.  Instead, I like to use the accounts that you have, and if these are not serving your best interests, open a retail account for you at Vanguard which is a low cost investment provider.  We never have custody of your assets.  We help you manage your accounts yourself, or can act as a limited agent to make trades only within your accounts with your express approval.

Comprehensive Financial Planning Services

  • I consider all aspects of your financial life, and realize that you need help with much more than your investment portfolio.  I offer tax planning,  insurance review, real estate analysis, spending and budgeting, goal assessment, estate planning recommendations as well as investment review, portfolio design and implementation.  This can also include consolidating and organizing your accounts to simplify your investments so that they can be more easily managed. In addition, I am a Certified Student Loan Professional, so I can develop the most effective strategies for loan repayment.