Who We Are
The Difference Between Advisors and Salespeople (and 1 Question to Always Ask)
We think that most of these financial professionals can be split into two camps: the advisors, and the salespeople. The tough part can be telling the difference between the two. So how does a non-industry person know they’re not just “being sold”? How do they find a real financial advisor?Read More
This is what we do.
We help small business owners, busy professionals, and retirees manage their personal finances. Their time is valuable and staying on top of their financial situation can be complicated and exhausting. They need someone who can gather their financial information in one place and sort through and manage and the details, so they can focus their time and attention on the important things.Read More
What is a Fiduciary? (And Why it’s Important)
What is a fiduciary? Fiduciary comes from the Latin word for “trust.” A fiduciary has a legal obligation to act in the best interests of their clients. Lots of people can be fiduciaries placed in trusted positions: lawyers, trustees, legal guardians, and investment advisers. More specifically, an investment adviser owes their clients a duty of…Read More