We provide financial and investment advice that is only in our client's best interest. Sadly, only a small fraction of Financial Advisors have this type of approach.
This includes our advisory fee, the low-fees associated with investments we utilize, and the absence of selling commission-based products.
A large body of academic work shows that investors in index-funds outperform stock pickers and high-fee actively managed mutual funds over time. See data here.
Tired of a call center approach? So are we. Clients can call my cell phone directly, and I answer the phone (crazy concept) or get back to you quickly.
We invest using Index funds, which are tax-efficient investment vehicles. There is limited buying and selling occurring within index funds, preventing large yearly taxable distributions common in many mutual funds.
Index funds provide exposure to hundreds, and sometimes thousands of securities in a single fund. This helps lower overall portfolio risk through broad diversification.
We will help you consolidate prior workplace 401ks, IRAs, and other investments to reduce your investment accounts down to a minimal set.
Client accounts are held through Charles Schwab. View your household investment accounts together on a well-established online platform.
Did your last advisor produce a 52-page financial planning document that ended up in the woodstove? Let's assemble a cash flow planning spreadsheet on one page for no additional cost.
An index fund is a financial instrument that provides exceptional diversity at low cost. We believe index funds are the best way to invest, and we are far from alone in our core beliefs: Learn more here.
Please feel free to reach out if you'd like to schedule an initial phone call, zoom, or in-person meeting.
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