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.LEARN MORE »
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.LEARN MORE »
TIAA-CREF & Fidelity Management
As an independent investment advisory, and through our relationship with TIAA-CREF and Fidelity, we have the ability to actively manage your university investments on your behalf.LEARN MORE »