Fiduciary, Fee-Only and Family-owned

Fiduciary first

We are a fiduciary to our clients – individuals, families and retirement plans alike. That means we’ll always advise you according to your highest financial interests, first and foremost.


Our transparent advisory fees are our sole source of income, with no complicated or conflicting compensation models standing between us and our clients’ best interests.


Following in the footsteps of our entrepreneurial father, Jim and Tina are a seasoned brother/sister team. Our family is here to serve yours.

Proudly independent

To help us stay focused on our fiduciary client care, we are an independent advisory firm, with no need to answer to a bigger “boss” or their bottom line.

Nationally connected

At the same time, our affiliation with Buckingham Strategic Partners allows us to collaborate with colleagues across the country, bringing best-practice services and solutions home to our clients.

Evidence-DrivenTM Investing

To enhance our clients’ investment experience, we and our strategic alliances heed peer-reviewed academic evidence to capture expected market returns while managing the costs and risks involved.

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