We operate as fiduciaries, meaning we're legally obligated to put your interests first. Our personalized approach combines sophisticated financial technology with human expertise to create strategies tailored specifically to your unique financial situation and goals.

Unlike many firms that require substantial minimum investments, we've developed tiered service levels to accommodate clients at various wealth stages. Our basic financial planning services start with no minimum requirement, while our comprehensive wealth management typically begins at $50,000.

We offer multiple fee structures to match your preferences: assets under management (AUM) fees, flat retainer fees for comprehensive planning, or hourly consulting rates. All fees are completely transparent and detailed in your service agreement with no hidden costs.

Yes, we're licensed to provide financial advisory services in all 50 states. Through our secure digital platform, we can serve clients anywhere in the country with the same high level of personalized attention and expertise.

You'll receive comprehensive quarterly performance reports, plus you can access your portfolio 24/7 through our client portal. For significant market movements or strategy changes, we provide immediate communications and recommendations.

We manage all types of retirement accounts including 401(k) rollovers, Traditional and Roth IRAs, SEP IRAs, SIMPLE IRAs, Solo 401(k)s, and inherited retirement accounts. We also provide guidance on employer-sponsored retirement plans.

While we don't draft legal documents, we work closely with your estate attorney to ensure your financial plan aligns with your estate planning goals. We coordinate on beneficiary designations, trust funding, wealth transfer strategies, and charitable giving plans.

Your assets are always held with our approved custodians, separate from our firm. If your advisor transitions, a qualified successor advisor from our team will be assigned to ensure seamless continuity of service and strategy implementation.