DIFFERENTIATORS

We believe transparency breeds trust. Our goal is to make everything we do as transparent as possible. You will always know exactly what you are paying us. You can check out our fees on our website here.

We advise hundreds of young families in the medical field. We can do PSLF and the resulting tax planning analysis in our sleep. Bring on the 401k, 403b, and 457b hospital benefits package. We understand you’re busy and don’t have a master’s degree in financial planning. If the fit is good, and our advice is utilized, we’re going to knock it out of the park for you.

We choose not to sell any products for commission or take kickbacks. Instead, we only accept level fees directly from clients. We believe conflict avoidance paves the way for great advice.

As a registered investment advisor, our firm is required to operate under the fiduciary standard. Also, we have no broker dealer affiliation which means we cannot fly under the radar and pick and choose to operate under the much weaker suitability standard. In other words, our firm is set up to operate under the highest professional standards possible – all the time.

We aren’t tied to brokerage firms, banks, insurance companies or Wall Street. We are as independent as they come. In fact, we aren’t tied to anyone except our clients. Ultimately, we work strictly for you.