You’re likely a fit if:
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Make financial concepts understandable.
Deep analysis leads to decisive actions
It’s about you, not the money.
Money is a tool to build the life you want.
Listening with an open mind.
Direct questions deserve honest answers.
Question everything. Seek to improve.
Embrace technology.
Fee-only fiduciary. No commissions or product sales.
CFA charterholder with 20 years’ experience. Previously managed $25 billion in institutional assets.
Own your journey with tools and clarity to make great decisions on your own terms.
Clear pricing. No hidden fees. Know what you’re paying and why.
As fiduciaries we place client interests before our own.
Professional experience since 2007.
Flexible hourly or AUM pricing.
The blog is packed with concepts learned over 15+ years in markets.
