Independence: What this means to you
Our goals and processes align with your best interests.
An objective viewpoint on financial plan design
Investment advice and selection free from proprietary conflicts (full universe of mutual funds, indexes, separate accounts, etc.)
A fully transparent fee structure
Independent 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
TM (CFP ®)
Leading certification for investment advisers looking to help their clients holistically—more than just investment and insurance products
Accredited Investment Fiduciary
® (AIF ®)
The leading designation for investment fiduciaries for both individuals and retirement plans
Chartered Financial Consultant
® (ChFC ®)
Comprehensive course consisting of financial education, examinations, and practical experience.
Chartered Retirement Plans Specialists
SM (CRPS ®)
Signifies a thorough understanding of the administration of retirement plans for businesses and their employees to help them toward successful retirement