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Our Services


People differ in their need for financial advice. We try to accommodate those differences by offering a combination of fee-only financial planning, financial counseling and portfolio management. We work solely with individuals and offer a friendly, boutique environment. We sell no financial products as we feel that to do so would compromise the fiduciary nature of the relationship we have with clients. Specific services offered include:

  • Comprehensive financial planning
  • Retirement planning
  • Investment planning
  • Strategic income tax planning
  • Personal risk management planning
  • Estate planning
  • Planning for special goals
  • Special issue consulting
  • Discretionary portfolio management

Fees arrangements are flexible and include negotiated annual retainer fees, hourly fees, or a combination of the two.



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