Broker Check

Why Choose Us

WE (ADVISORS) ADD VALUE

A widely reported Vanguard study from 2014 demonstrated that working with an adviser can add up to 3% to an investor's net worth, per year, due to behavioral coaching, financial planning and rebalancing that only advisers can provide.

WE ARE CERTIFIED

Most people think all financial planners are certified, but this isn’t true—nor are all certifications the same.  Only those who have fulfilled the certification and renewal requirements of the CFP Board can display the CFP® certification trademarks which represent a high level of competency, ethics and professionalism. 

WE ARE COMPREHENSIVE

Our focus is not limited to a particular financial discipline; instead, we view your life holistically. By managing all aspects of your finances in tandem, we are able to understand how one piece impacts another, decrease the likelihood that something is overlooked or misunderstood, and increasing the likelihood that you make good financial decisions and achieve your goals.

WE ARE A TEAM

Today’s complex financial landscape makes it extremely difficult for an individual or collection of individuals with a narrow focus to effectively meet the evolving financial needs of clients. Because we operate as a team with various specialties, we are able to see a client’s situation from multiple perspectives and collaborate to provide them with exceptional advice that spans a wide range of topics.. This also allows us to remain abreast of the ever-changing tax, legal and product design landscape. This ensures that we, and more importantly you, stay ahead of the curve.

WE PLAN BEFORE WE IMPLEMENT

We believe comprehensive, fee-based financial planning empowers clients to make purposeful, data-driven decisions regarding their financial future. By analyzing a situation before we act, we are able to measure the impact of a decision or series of decisions before they are made. We then recommend the actions that give our clients the best chance of being successful and achieving their goals.

WE COACH YOU ALONG THE WAY

Let’s face it, money is emotional! Often times, people make bad financial decisions if they let emotions override objective analysis. Through frequent contact and periodic reviews, we are there every step of the way, helping our clients make the right decisions, not just the decisions that feel right.

WE ARE NOT CAPTIVE

Clients often ask often ask if our products are limited to a particular company or brand and the answer is "NO". We have the freedom and the responsibility to put our client's interests first. We have relationships with scores of companies to give clients access to a robust selection of investment and insurance products.  

WE USE INDUSTRY-LEADING TECHNOLOGY

Technology alone may not be enough, but when you blend the power of technology with face to face advice, the combination is powerful.  In-depth analytics help us gauge your financial health and collaboratively build a plan to achieve your goals.  By modeling advanced techniques and what-ifs scenarios, we are able to demonstrate the effects of an important decision before it is made, then use that information to help you make the right choices. The Personal Financial View site will also help you organize your financial life with your own digital wealth management portal that aggregates accounts from institutions all over the world. You will have the ability to understand and manage your finances within a single, secure tool from anywhere in the world.