Financial Planning
We combine deep financial planning expertise with sophisticated technology to get clients on track towards their goals, help them monitor their progress, and ensure that all the pieces of their financial lives are in place.
MoreInvestment Management
We believe that the most reliable path to long-term investing success is to stay patient, diversify, and avoid overpriced investments. Our disciplined, value-based approach to asset allocation is cost efficient, tax sensitive, and tailored to the goals and risk profile of each client.
MorePersonal Financial Website
Clients get access to a secure, personalized, mobile-friendly website with a real-time view of all their investments, bank accounts, and credit cards, where they can create budgets, track spending, and store and share financial documents.
MoreWhat Makes Us Different
Experience
In over 25 years of combined professional investment and financial planning experience, we've been through multiple booms and busts and handled a great variety of client financial situations. With a CERTIFIED FINANCIAL PLANNER™ certification, a law degree, and licenses in real estate, insurance, and securities, we have the credentials and experience to provide sound, comprehensive investing and financial advice.
Value Investing Discipline
Much of the financial industry is built around the idea that investment valuations don't matter. We think they matter a lot, and that the single best thing an investor can do to reduce long-term risk is to steer clear of seriously overpriced investments. Our investing process is disciplined, patient, and value-focused, seeking to assemble a diverse basket of reasonably priced investments while avoiding overvalued markets and bubbles.
Character
We live our lives and run our company with a focus on such values as integrity, trust, stewardship, and honesty. Clients can count on us to put their interests first.
Cutting-Edge Technology
We use best-in-class technology to augment our expertise and assist with financial planning, risk analysis, portfolio management, and our client financial website.
