Fee-Only Fiduciary
We work solely for you—no commissions or product quotas. Transparent fees and advice in your best interest.
CPA-Led Planning
Tax strategy is built into your plan from day one, helping you keep more of what you earn.
Evidence-Based Investing
Diversified portfolios, disciplined rebalancing, and institutional-level strategies focused on long-term results.
What We Do
Financial Planning
- Goals, cash-flow, retirement readiness
- Insurance & risk review
- Education funding
Investment Management
- Diversified, evidence-based portfolios
- Personalized risk alignment & rebalancing
- Tax-aware asset location
Tax-Conscious Strategy
- CPA-integrated planning
- Retirement income & Roth conversions
- Charitable & legacy planning
Our Investment Philosophy
Successful investing isn’t about timing markets or chasing trends—it’s about a disciplined, research-driven plan built to last. We design broadly diversified portfolios, align risk to your goals, and keep costs and taxes in focus.
Built on academic research
Institutional-level strategies (e.g., Dimensional)
Periodic rebalancing to stay on track
Your Journey with Us
Discovery
Explore goals and fit in a friendly, no-pressure chat.
Plan
Build a coordinated strategy across investing, taxes, and risk.
Implement
Put your portfolio to work with disciplined oversight.
Review
Meet regularly to refine and keep your plan aligned.
Dave Ramsey SmartVestor Pro
We share Ramsey-aligned principles—education first, long-term investing, and a clear, client-first process. See what that means for you.
Find Your Risk “Speed Limit”
With Riskalyze, we can quantify your comfort with risk and align your portfolio accordingly.
Fee-Only
Fiduciary Advice
CPA-Led
Tax-Smart Planning
Evidence-Based
Long-Term Focus
Human First
Clear Communication
Let’s Start a Conversation
Have questions? We’re here to help—reach out anytime or book a time that works for you.
