Investment Advice

Objective Investment Advice to Grow, Protect, and Manage Your Wealth

Growing, protecting, and managing your wealth requires answers to many questions, including:

  • Wall Street signDo I buy individual stocks, mutual funds, ETFs, Treasuries, commodities, gold, or just leave my money in my savings account?
  • How much am I really paying for my investments?
  • What are the tax implications of the investments I select?
  • Which investments should I hold in my retirement accounts instead of my brokerage accounts?
  • Are my investments properly diversified?
  • Are my investment decisions sometimes driven more by emotion than objective analysis?

Our professional investment advice is fully integrated with your comprehensive financial plan, giving you the security and confidence that you have the best investment strategy for meeting your goals.

Read more about how Functional Asset Allocation helps us give better investment advice.

Fiduciary + Fee-Only + Holistic = Objective Investment Advice

Selecting who provides your investment advice is one of the most important decisions you need to make. We hold ourselves to these standards:

  • Fiduciary: We are legally obligated to act in good faith and to put your interests ahead of our own. As fiduciaries, we also make, at the earliest possible opportunity, full written disclosure of any conflicts of interest which may compromise our impartiality or independence.
  • Fee-Only: We receive no compensation that is contingent on you acting on our advice. Fee-only advisors do not sell financial products and do not receive commissions or other benefits from the investment choices you make.
  • Holistic: We provide investment advice based on your goals only after considering all your financial risks, your tax strategy, and the rest of your financial plan.

Contact us to discuss your goals and concerns for growing, protecting, and managing your wealth. Our professional, objective investment advice may be just what you’ve been looking for.