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 your taxes and investment expenses. There is no reason for you to pay more or settle for less.

Every client's financial plan is custom-tailored to their objectives, not just a "rule of thumb", and implemented with a sound investment process, not just "allocated" among cookie-cutter models.

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.