✓ Independent with no broker dealer affiliation.
✓ Does not offer proprietary mutual funds or hedge funds, thus avoiding a significant conflict of interest.
✓ Able to coordinate financial planning, estate planning, investment management, and risk management all in house.
✓ Your advisory team consists of a CERTIFIED FINANCIAL PLANNERTM professional (CFP®), a Certified Public Accountant (CPA), and an estate planning attorney.
✓ Your advisory team has a strong business education, including degrees in business, finance, economics, MBAs, and law degrees.
✓ Listed in Worth Magazine’s “Top 100 Wealth Advisors in America” (2005-2007). Learn More
✓ Chief Investment Officer named the #1 Advisor in America for “Baby Boomers” (2008). Learn More
✓ Has been named the “#1 Independent Advisor in America” by Barron’s in 3 consecutive years (2013-2015)”. Learn More
✓ Has been named the “#1 Wealth Management Firm in America” by CNBC in 2 consecutive years (2014-2015). Learn More
✓ Financial Planning firm for more than 30 years.
✓ Review of your estate planning documents by a legal affiliate that has drafted over 12,000 estate plans.
✓ Same day response to your questions.
✓ Financial plans and legal documents delivered within 1 week.
✓ Overall fees are less than that of an average mutual fund.