WHY US?
How are you unique and different to other firms?

No MORE TAX and ADVISOR Middle MAN

Depth & Equitable pricing.
They want detailed planning, and fair pricing. Personalized recommendations, not cookie-cutter print outs.

FIDUCIARY, ALL THE TIME

Highly Credentialed: CFP, CPA, and CFA
We have the three most recognized industry credentials: CFP, CPA, and CFA.

Completion of 40 hours of continuing professional education (CPE), each year. Only 23% of financial advisors have a CPA.
Only 12% have a Master’s in Taxation.

An 18 month comprehensive college-level program of study reinforced with mandatory 30 hours of continuing education every 2 years. Only 28% of all financial advisors have a CFP.

A 3 year self-study graduate level program that is the most competitive financial designation to attain. Only 5% of all financial advisors have a CFA designation.
There are only 200,000 Charterholders in the world.