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Personal Connections

Our Ideals



Our Team Pledge To You

Fiduciary care, through and through. As a Registered Investment Advisor (RIA) firm, we serve your highest financial interests across our entire relationship with you – not just in one-off transactions.





Fee-only compensation.

You – and only you – pay us for the fiduciary advice and planning we provide.






Straight talk.

Not just what you want to hear, but sometimes what you need to hear, to realistically pursue your personal goals.





Solid value.

Not just what you want to hear, but sometimes what you need to hear, to realistically pursue your personal goals.



Initial Set-Up.

We bill a simple, one-time fee to help you start off on the right foot with:

  1. Your personalized financial plan: $2,500 
  2. Your custom-crafted Investment Policy Statement: $1,000






Comprehensive Ongoing Care.

For our ongoing relationship, everything we do for you is covered by a single annual fee, billed quarterly and based on a percentage of your “Assets Under Management” (AUM).You can view our current fee schedule here (on page 5).



This is our pledge to our clients and ourselves.

If this sounds right to you, please be in touch, so we can continue the conversation.

Schedule A Conversation