In looking for people to hire, you look for three qualities: integrity, intelligence and energy.
— Warren Buffett

We understand that choosing a financial advisor is a big decision and you need to weigh all your options. 

We can tell you about our intelligence, hard work, dedication, and experience... or we can show you by talking your ear off about the economy, the markets and how to value a business. But ultimately it all comes down to trust. We want to work with people we trust, and we know you do too.


Here are a few reasons we believe you can trust us:

  • We take our fiduciary role seriously
  • We highly value transparency (no hidden fees or charges, any mistakes admitted openly)
  • We earn fees, not commissions, so our incentives are aligned with yours (we don't use funds that charge sales commissions or distribution fees)
  • We utilize top of the line technology to track client assets and do financial planning
  • We eat our own cooking


If you aren't sure, let's get coffee and get to know each other. We don't charge anything for an initial consultation.