Investment Management
Our investment strategy is based on academic evidence with a focus on goal-oriented, non- transaction-oriented, strategies designed to let the markets work for us, not against us.
Retirement Planning
Whether you are rolling over employer sponsored plans, transferring funds from elsewhere, opening up a brokerage account, or want financial planning services, we strive to build long-lasting relationships.
Educational Resources
Advances in technology has provided an opportunity for individuals to gain access to helpful financial information at the click of a mouse. Please view the articles, videos, calculators, and slide shows that will hopefully help you identify your area of concern.
Video - The Difference The Right Financial Advisor Can Make
A financial advisor can provide the perspective investors need to tune out the daily noise and stay focused on a long-term plan.
Video - You Can Do Better Than Indexing
Dimensional Fund Advisors®, our primary investment vehicle provider for the past twenty years, explain their systematic, flexible approach that targets higher expected returns.
