Reach Goals & Enjoy Life
You deserve a better financial advisor, switch to a fiduciary.
How it works:
Step 1:
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Answer a few questions
Step 2:
Decide if you like us
Transfer accounts or work hourly
Step 3:
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Named among the top in the U.S.
Adam Cross
Director & Advisor
William Haynes
Advisor
Monique Holloway
Advisor
Dino Patelis
Advisor
Dustin Volentine
Advisor
John Clement
Advisor
Brad Braddock
Advisor
Jason Koenig
Advisor
Patrick Kellogg
Advisor
Our Value
Through a combination of diversification, tax-efficiency & consistent behaviors, studies show that an advisor can improve net returns by 3%.
Please note that this chart is not an indication of past or future performance, but a hypothetical demonstration of compounding. The chart reflects a $500,000 portfolio where the advisor averaged 8% over 30 years, while the “typical investor” averaged 5%.
Our Services
There is no one-size fits all approach to what we do for our clients, but here are some examples:
- Investing & portfolio management
- Retirement & financial planning
- Tax & estate plan alignment
- Spouse & family office support
- Rollovers, conversions, etc
- Goal setting & organization
- 401k or employer plan guidance
- Actionable steps to progress
- Budgeting, saving, 529’s & more
Investment Management
Negotiable pricing from 0.17% to 1.0%
Best for high net worth families, retirees, or inheritances, we can manage your account(s) through Charles Schwab. We typically prefer a diversified blend of ETFs (e.g. iShares, Vanguard, QQQ), but are fully custom to your existing assets & preferences if you prefer CDs, Treasuries, Stocks, Mutual Funds, etc.
Planning & Consulting
Hourly pricing from $200
Best for DIY’ers, getting started, or those with most of their assets inside of their 401k or employer retirement plan, we can help you self-manage your savings & investments.
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Switch to a fiduciary, reach your goals & enjoy life
Named among the top in the U.S. by Investment News