Why We’re Different
You may recognize one of our founders, Scott Burns, as the pioneer for passive index investing. We still offer this structure today, which means our clients enjoy lower fees, a no-pressure approach, and a dedicated advisor with a passion for extraordinary service.
Low-Cost
We provide low-fee services at a high service level to individuals who may have been overlooked by traditional financial advisors. Our unique investment model allows us to lower your fees without lowering your standards.
A Behavioral Focus
Instead of expending time and energy on things outside of our control, we focus our efforts on the things within our control – our own actions. Stressing about changes to your strategy every time the market moves is exhausting and ineffective. We have spent almost two decades helping our clients build the behavioral and emotional skills required to maintain a long-term plan, because we want you to have the best investment outcome possible.
A Dedicated Advisor
We can help you lower your fees, but that doesn’t mean you need to lower your standards. Our clients enjoy access to a dedicated advisor who understands their unique situation and goals and who will remain with you on your journey throughout your investing horizon. Unlike other low-fee advisors, you’ll never speak with a faceless representative.
Get Started Now
Schedule your free 30-minute introductory phone call today to take the first step toward the future you dream about.