Financial Advisors Who Put You First

When you have questions, or your circumstances change you are covered. As fee-only financial advisors, we sell no products and receive no commissions. Instead, you pay us one quarterly fee that covers all our meetings and full access to us at no additional charge.

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Financial Advisors Who Put You First

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Financial Planning

When you know your investments, taxes, insurance, estate plan, retirement plan and all areas of your financial life are being monitored and adjusted as needed, you can relax and pursue your goals.

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Investment Advice

Keeping up with the complexities of the investment world takes time. Ensuring that each investment fulfills its correct function and is appropriate for your unique situation takes objectivity. We offer both.

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Taxes

The IRS estimates that more than 2 million people overpay their taxes each year, to the tune of over $1 billion. Minimizing taxes can yield dollars you can use to achieve your goals and accelerate building wealth.

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About Fee-Only Advising

Our Approach to Financial Planning

No matter where you are in life, financial decisions abound. And when you’re busy, overwhelmed by the options, or confused by contradictory advice, it can be hard to be confident you are making the best decisions. We can help.

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Fee-Only, Holistic Advice for Better Financial Decisions and Fewer Worries

Holistic financial planning is a process, not an event. It focuses on your goals, integrates all areas of your financial life, recognizes how your beliefs and attitudes impact the financial decisions you make, and makes adjustments as your circumstances change.

Contact us to schedule a no-cost, no-obligation initial consultation to learn more about how we can help you make the financial decisions that lead to financial independence. We can help.

John Dulmage wins the 2020 Five Star Wealth Manager Award!

Five Star Wealth Managers represent those who are outstanding in their field. Winning advisors are selected as a result of a rigorous and objective research process.

Our Pledge to Clients

We will consider all of your circumstances, family needs, goals, values, and aspirations when making comprehensive financial planning recommendations.

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Submit a financial question to our Planner, John Dulmage

Use the form here to send your burning financial question. John will be in touch with you to address your concern.

Financial Advisors Who Put You First