My Philosophy

My grandfather had a saying I’ll never forget: “Do things the right way, or don’t do them at all.”

Too often, the financial services industry doesn’t do things the right way. In fact, it purposefully does things the wrong way in order to maximize profits. Where do their profits come from? Their clients. This is a massive conflict of interest. I dismiss the traditional financial advisory fee structure to remove conflicts of interest. My clients pay one fee that is clear and fair. They know I work only in their best interest. That is fiduciary.

What does that mean? I work to simplify investments and optimize tax strategies without wasting time on needless and high-cost complexity that’s usually there just to make people think advisors are, “doing something.” This leaves us free to work on what’s important to you.