OUR MISSION IS TO OFFER YOU...
By offering insightful advice that is unique to your situation and needs, we help you to make informed financial decisions.
We blend knowledge and experience to offer each client the competence and skill they deserve.
We hold ourselves to the highest ethical standards and only offer unbiased advice, allowing us to become a trusted advisor.
WHAT SETS US APART
When selecting an advisor, you want to work with a professional who has the knowledge and experience necessary to help you appropriately plan for your future. Here are some areas that help set us apart.
There are more than 300,000 financial advisors in the U.S., many with unfamiliar acronyms and credentials following their names. Mitchell is a CPA/PFS (Certified Public Accountant and Personal Financial Specialist) and Tad is a CFP® (Certified Financial Planner). These credentials are considered "Gold Standards" in the industry.
Not all advisors are fiduciaries. CFP’s and CPA/PFS’s are fiduciaries. What’s a fiduciary? A fiduciary is someone who has a legal obligation to put your interests before their own and before the interests of the firm they work for. It means you get unbiased advice and aren't sold products that benefit the advisor more than you.
We're experienced. New advisors are entering the industry everyday, however, we have been advising clients for decades, through thick and thin, giving us the experience and knowledge necessary to help you prepare for your future.
We're independent, which means we are not beholden to any brokerage firm, investment company or asset manager. This allows us to seek out the best custodians, investments and investment strategies to meet your needs.
Many advisory firms are laser focused on growth - adding clients, adding advisors, growing an empire, which takes time and focus away from current clients. Our focus is different. Instead, we are laser focused on knowing our clients and taking care of their needs.
Not all advisors follow the same philosophies or methodologies. We only follow time-tested methods when helping you plan for your future. We don't risk your future on personal biases, hunches or untested methods.