How we are different

We are proactive advisors. We are independent, objective, and unbiased in our financial advice, and we develop investment strategies that are uniquely suited to each client. We believe that a key element in our efforts to grow your investments over time is to take forward-looking actions that are focused on future expectations, not recent history.

Independent Financial Advisor

As a fee-only, independent financial advisory firm, we do not work for a major money manager, bank, insurance company or brokerage firm. We work only for you. That’s why we have the freedom to make decisions that truly put your best interests first. Learn about the advantages of working with us.

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Proactive Approach

With our knowledge, experience and investment acumen, we offer a unique approach to managing your family’s finances – growing and protecting your wealth. Our approach to investing is data-driven and encompasses a range of considerations, such as seasonal trend, presidential election cycles and other indicators, and could provide the proactive solution you’re looking for. We do not guarantee results, but believe our approach provides an advantage over simple buy and hold investing.

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TIAA & Fidelity Management

As an independent investment advisory, and through our relationship with TIAA and Fidelity, we have the ability to actively manage your university investments on your behalf.

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Managing your

University TIAA
and Fidelity Accounts

Managing your

IRA, Roth IRA, 401k,
Trust and Taxable Accounts