How We Are Different

Independence: What This Means To You
Our goals and processes are aligned with your best interests.

  • An objective viewpoint on plan design
  • Investment advice and selection free from proprietary conflicts (full universe of mutual funds, indexes, and separate accounts)
  • A fully transparent fee structure
  • Unbiased investment recommendations (what works best for you)

Expertise: Specialized Designations That Benefit You
We are committed to standards of investment fiduciary excellence.

  • CERTIFIED FINANCIAL PLANNER™ (CFP®) professional
    Leading certification for investment advisors looking to help their clients holistically—more than just investments and insurance products
  • Accredited Investment Fiduciary® (AIF®) designee
    The leading designation for investment fiduciaries for both individuals and retirement plans
  • Chartered Retirement Plans SpecialistSM (CRPS®)
    Signifies a thorough understanding of the administration of retirement plans for businesses and their employees to help them toward successful retirement