This is a big one. Unlike the big commission based firms, we only charge a percentage of the total assets we’re managing. That means if we want to do well, we have to help you do well first. 

Being a fee-only fiduciary means we have a legal and ethical obligation to put your financial interests before our own (seems like a no-brainer, right?). We don’t accept commissions, we don’t sell products, and we have no hidden objectives. We just do real wealth management.

We are not a volume-based firm. We’re a small, tight-knit team that loves giving our clients real one-on-one attention. We don’t sell investment products, we don’t provide loans, we have no corporate goals to exceed, and we don’t have an investment banking division.

If you want us to call you and check in every month, we would absolutely love that. If you only want to hear from us a few times a year, that’s fine too. We can meet via Zoom, at our office, or at your favorite burger place. It really doesn’t matter to us.

The point is to make sure you feel good about what we’re doing for your financial future.

Your investment manager should be engaging you and lighting the fire under your ass, not the other way around. This isn’t just another job for us. This is our passion.