Our relationships with our clients extend over a lifetime, so we want to make sure that you feel as though we’re a good fit, and we do too. For us to work well together, you would likely be interested in a long-term partnership with a team of professionals you can place your trust in, and who will serve you well with unbiased advice at all times. We never lock our clients into any long-term contracts, but most stay with us for decades. That’s because as we get to know each other, they see that we are professionals with a deep commitment to helping them decipher the complexities of financial planning, investment management, and good stewardship of their finances year after year.
We are likely not a good fit for someone trying to pick hot stocks, dabble in cutting-edge trends, or looking to “beat the market”. We are also not able to help clients looking for one-time projects or hourly planning work.
