We are a fee-only investment adviser, which means our compensation is based only on the value of the assets we manage. Simply put, we sit on the same side of the table which is to meet your investment objectives and exceed your service needs. We like to say that we “under promise and overperform.”
As a fee-only financial advisor, we charge you a fee for our services and we’re legally obligated to act in your best interest. We don’t accept commissions from the sale of financial products or directly benefit from any transaction we make on your behalf.
This is important because avoiding commissions and transaction fees limit potential conflicts of interest when serving our clients, and we believe it frees us to deliver the best objective and unbiased advice.