We Work With Down-to-Earth People Who Have a Grounded Perspective that Mirrors Our Own.
We believe that continual small measures yield long-term germination. Our financial solutions are tailored and built using emotional intelligence and financial acuity, and our guidance is always offered in an honest, transparent and respectful way. We enjoy working with people who also appreciate and live out these values, so we can co-create a harmonious and productive client-advisor relationship.
In determining if you are a good fit for our firm, our focus is less on the size of your account and more on whether your values parallel ours.
Our Clients Tend to Believe in:
- Family, however they define it
- Being down-to-earth, trusting and pleasant to work with
- The value of planning and professional advice
- Avoiding timing the markets with stock picking
- Long-term investing
- Having a financially conservative mindset
- Owning or desiring to own real estate
- Saving diligently, typically with $500K in investable assets or are well on their way