Mission & Values
Our mission is to help our clients achieve financial peace of mind, to help them do the best they can to be financially secure, and to enable them to spend their time doing what they do best and enjoy the most.
Our Core Values
- Independent, unbiased advice; not limited by employer’s products or policies.
- Fee-only: Act as a fiduciary by always putting our client’s interests first. Compensated solely by client.
- Comprehensive financial planning (wealth management).
- Academic investment philosophy.
- Stewardship: Manage your gifts responsibly.
- Honesty and integrity.