We Pledge to Always
Put Your Interests First

Let Us Earn Your Trust

We are committed to these core values:

  • Integrity. We will conduct ourselves in a way that will bring honor to our clients, our associates, our friends, and our firm.
  • Competence. We will stay on the cutting edge of financial strategies, services, and product development.
  • Prudent Judgment. We will exercise prudent judgment and use good old common sense in all of our recommendations.
  • Client Respect. We will do what is right for you, even so far as declining a client’s request if we believe it is not in his or her best interest.
  • Service. We will strive to deliver more than we promise.
  • Value. We will strive to provide value through superior advice and service at a fair price.
  • Brain Trust. We believe many minds are better than one.
  • FPA Code of Ethics. We always will abide by the Financial Planning Association (FPA) code of ethics.