What We Do

The Difference in Practice

We are intentionally, proudly different.  Not only do our advisors adhere to the fiduciary standard as a matter of course – we strictly limit our lead advisors to 50 client-partners at one time.  Our team is not distracted by selling complex products on behalf of insurance companies.  For those we serve, this clarity of purpose means there is no limit, in practical terms, on how often you can access your team; in some years, client-partners will need to meet with us eight or nine times.  For the advisors, this means space research new ideas, strategies, and practices while keeping the brightwork, well – bright.  If you want to meet quarterly, but also want one of those meetings to be a casual conversation while we hiking alongside your favorite trail companion…great – you sound like our type of person.  We are not motivated or pressured by growing our firm’s revenue; we are motivated by building a sustainable business where the client-partner is truly valued (and feels that way) while the advisor is intellectually challenged but not over-stretched (and, hence, wants to work here forever).