Planning and Investing for your Future

Investment Management from Fiduciary Financial Advisors

Investment Management from Fiduciary Financial Advisors

Receive objective, independent recommendations and investment advice from financial planners who work as your fiduciary.

In addition to working in your best interest, we don’t require you bring a certain level of assets to the table before you can receive investment advice or access to investment management. We don’t believe you have to be “wealthy” before we’ll teach you how to better manage the wealth you do have.

How We Work with Clients

Financial planning is about a lot more than just the numbers involved -- and so is proper investing. You bring your own set of goals, timelines, hopes, and fears to the table.

Your investment portfolio should be designed with all these factors in mind as we focus on what we can control (such as diversification and asset allocation) rather than worrying about what no one can predict (market volatility or overall return).

When we assess and help manage your portfolio, we want to do so in a way that provides you with the resources you need to meet your goals. We’ll ask (and answer):

What type of investments do you prefer, and which make the most sense according to your current and prospective economic state and lifestyle?

What level of investment risk are you comfortable with?

Is putting your money to work through Social Impact or Socially Responsible Investing important to you? It's important to us and we can facilitate this for you.

What kinds of investments are most appropriate for your time frame?

What kind of asset allocations will best help you meet your goals?

How involved do you want to be in the day-to-day monitoring of your accounts?

Investment and planning fees are calculated on a fixed price basis, dependent on the level of service you choose, starting at $9,500 per year.

Better Manage Your Wealth for the Life You Want

In addition, we help clients find and invest  low cost, no load (no commission) mutual funds and exchange-traded funds (ETFs). This helps reduce your overall investment costs, which means keeping more of your wealth to support your lifestyle.

As part of our services, we review, reassess, and rebalance your accounts according to changes both in the markets and in your life on a periodic basis. Our goal? Ensure  you continue on the path that leads to the fulfillment of your goals.