What Does "Fee-Only" mean?

Fee-Only is the description of how we're paid - directly by you, our client - for the value we provide, instead of from commissions based on sales incentives. 

What is a "Fiduciary?"

Someone who is legally obligated to act in the best interest of another person.

Are you a "Fiduciary?"

Yes - and proud of it!

Do you have any account minimums?


What is CFP or AIF

Certified Financial Planner & Accredited Investment Fiduciary