Fee-only, fiduciary advice.
You’ll have an expert ally by your side, at the ready, working for you and only for you.
“Charging fees” is not the same as being a “fee-only” firm. Fee-only firms, like us, have chosen to be regulated as fiduciaries all of the time, not just sometimes. We don’t sell product. We don’t pay or receive referral fees. We don’t own part of an insurance agency. We are not part of a big firm with pressure to cross sell other services. No one but us owns our firm. We are paid only by clients and only by fees which are fully disclosed and visible to the client. Our product is fiduciary personal advice. Period. Some fee-only advisors charge an hourly rate. Others, like our firm, only work with clients on a continuous, retainer basis. We think this retainer fee model works best because we see our services as being in relationship with our clients, at the ready whenever a planning issue or opportunity arises.