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Frequently Asked Questions

Please click the questions below to discover the answers.

What separates us from other financial advisors?

We are a relationship-focused firm. We are able to build better relationships because we are focused on working with a select group of clients, rather than as many as possible. Many advisors are encouraged to work with as many clients as possible and focus on selling you investments or insurance, we are interested in our relationship with you and your family.

What does being a Fiduciary mean?

As a fiduciary advisor, we are legally bound to put clients’ interest ahead of our own. That’s very different from most advisors, who operate under much looser regulatory standards that allow serious conflicts of interest.

What is a Fee-Only Financial Advisor?

Fee-only advisors are registered investment advisors with a fiduciary responsibility to act in their clients' best interest. Additionally, they do not accept any compensation based on product sales. Fee-only advisors are generally seen as providing more comprehensive advice, and having fewer inherent conflicts of interest, than brokers.