Our Fee-Only Approach

We work on a Fee-Only basis. We receive no commissions or other types of compensation for any investment, insurance, or other financial products we recommend to our clients. We believe financial professionals that are compensated by commissions from product sales have an inherent conflict of interest.  As a result, it is difficult for clients to discern if they are truly receiving the most appropriate and unbiased advice. With our Fee-Only structure, our interests will be aligned with your objectives.

Contrary to popular belief, most financial professionals are not required to act in the best interests of their clients at all times. If they were interested in putting their client's interests ahead of their own, they would adhere to what is called the “Fiduciary Standard of Care.”  While this may be a confusing and technical legal term, the definition of a fiduciary is anything but confusing: 

“A fiduciary has a legal duty to act solely in the best interests of the client.”

Sounds pretty good right? It does to us and this is the reason we started our firm and structured it the way we did.

As Fee-Only advisors we are proud members of the National Association of Personal Financial Advisors (NAPFA).