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Why Fee-Only Financial Planning

Conflict-free wealth management solutions from a team whose interests are aligned with yours.

Because we are fee-only wealth managers, we have both a fiduciary obligation and a vested interest in ensuring that the strategic advice and counsel we provide will help you reach your goals. Put simply, it’s our job to find the best strategy that fits with your long-term needs and risk-reward profile, and work to maximize your financial advantage.

We do not receive any commissions or indirect payments for the actions we take on your behalf, but only charge for our advice and the ongoing management of your wealth. We do not participate in any revenue kickbacks and there are no incentives to recommend one solution over another. As Registered Investment Advisors, rather than Broker-Dealers, we are held to the highest fiduciary standard and internally we impose an even higher standard than is required by law.

What does that mean for you?

Every solution is a tailored solution. Every relationship is important. Every detail matters. And, most important, your interests drive every solution we propose.

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