There's simply no reason to pay more or settle for less.
As true Fee Only advisors, our judgment is never clouded by marketing incentives, and we remain focused on taking care of our clients - not chasing new sales.
Our FinancialTeam advisors have expert accreditations and decades of practical experience in their respective fields of expertise.
As a completely independent firm, our loyalties are never divided between our client's best interest and a Wall Street employer's profit agenda.
We are paid to deliver consistent results and competent service; plus, our fees are often offset by reducing taxes and unnecessary investment expenses.
It's your money. You have the right to insist on absolute clarity about all fees and expenses without worrying about hidden conflicts of interest.
See what you can expect from our expert Private Wealth Management services.
A Nobel Prize-winning risk analysis helps engineer an investment portfolio to achieve your goals with a 95% probability range.
See our amazing tools for organizing your finances, collaborating with your advisors and monitoring your results.
Personal Financial Website
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President Biden’s proposal to eliminate the step-up in basis for calculating inheritance taxes is getting the cold shoulder from both Democrats and Republicans, Schwab’s top Washington D.C. lobbyist told advisors today....... Read More
“Ultimately, you need to feel confident in the advisor’s competency, objectivity, and their responsiveness to your needs,” says Van Sant. “The advisor-client relationship, like many relationships, is built on trust and communication, so doing the proper due diligence in choosing an advisor should provide long-term benefits and peace of mind for all parties.” Read More