We are a family, taking a stand for your family

Family Founded in 2008

Clear & Fair Fee Structure

We are “fee-only”, which means we don’t sell products for commission and don’t receive compensation from anybody but you.

Our fee is clearly itemized on your quarterly statement.

We’re Fiduciaries

Unlike many advisors or financial salespeople who are affiliated with banks, brokerages, or insurance companies, we’re regulated as fiduciaries.

This means we’re sworn to always act in your best interest.

We’re Independent

We are not affiliated with any banks, brokerages, or insurance companies meaning our advice is comprehensive and without the pressure to recommend certain products.

Our Values

Values We Stand Behind

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Excellence

We believe anything worth doing is worth doing well.

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Fruitfulness

We believe humans are designed to be more fruitful (like a tree) than efficient (like a machine).

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Integrity

We believe that we are only as good as our word.

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Free Markets

We believe that free markets work, that companies offer consistent and incredible returns over time.

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Coaching

We believe that coaching to purpose and solid investing is the most profound thing we do for people.

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Meekness

“We all wish to see quiet families, and quiet churches, and quiet neighborhoods, and quiet nations; and it will be so if there be quiet hearts; and not otherwise.”

~ Matthew Henry