I’m not here to make risky decisions with your money or ride the latest investment trends. My interest lies in helping my clients reach their dreams so that they and their families can live a better life – and that’s something that needs time and careful consideration. You won’t find me timing the market or pursuing the hottest trends.
I derive great satisfaction from helping my clients achieve their financial goals and future legacies. I consider it an honor to be trusted with their financial wellbeing, and as such am diligent in ensuring the robustness of my approach and priorities for each individual client. I define my success by that of my clients, always with the goal of aligning my interest with theirs.
The Benefit of an Independent Advisor
I approach business in a very unbiased way and am totally independent by design. I work hard to do what is in the best interest of the client. I work as a fee-only investment advisor, which means that I act as a fiduciary.
I have no financial incentive to work with any one company and take great pride in doing what is in the best interest of the client. I earn no commissions and have no proprietary funds list. I am not trying to earn an equity position thus selling and promoting investments that help the firm. I already own the firm. Thus, I can work for YOU!