Financial Freedom is Your Plan in Action

  • Dream Big

    As your advisor, we want to truly know you so we can help you make informed decisions. Personalized retirement plans start and end with your vision of the future.

  • Craft Your Plan

    Advisors must be teachers at heart. Our plans are designed to simplify complex financial choices and put you on the right path.

  • Invest in Your Future

    We build tailored portfolios based on financial science so you can be confident that your money is invested in alignment with your goals.

Fiduciary Standard of Care

We make a commitment to act in your best interest.

Evidence-Based Investing

We avoid market timing and speculation using an approach backed by decades of empirical research.

Fee Transparency

We do not accept commissions, referral fees, or kickbacks.

Interdisciplinary

We provide both the CPA and CFP® professional body of knowledge.