How We're Different

Through our work, we echo our top priorities of being independent, transparent, and passionate.

 Independent

We are independent advisors associated with one of the largest broker-dealers* in the country, LPL Financial. This advantage provides our clients with two primary benefits. The first is that we are able to offer flexible strategies that are driven only by our clients’ goals. We aren’t beheld to a large company’s commissions or product sales. The second is that we have the infrastructure, support, and education of LPL Financial, a leading independent broker-dealer.

Transparent

The financial world is complicated. Trust us, we have been in this industry for decades and are still learning new things every day! But we focus on reduced complexity and easy-to-understand analysis for our clients. We don’t necessarily apply a simple strategy to a complex problem, but instead master the complex problems to provide our clients with transparent strategies. We push through the complexity to make it simple for you.

Passionate

There’s an old quote by Confucius that states “choose a job you love and you will never have to work a day in your life.” At our firm, we love what we do and that enthusiasm is passed along to our clients and their families. When an advisor genuinely enjoys going to work everyday and working for their clients’ success, you can feel that in all that they do. This is the passion behind our team’s work.

Rather than being driven by product sales or commission-based portfolios, we focus on your goals and aspirations. Our services span from investment management to financial planning, but one thing stays the same: it's all about you. 

*As reported by Financial Planning magazine, June 1996-2019, based on total revenue