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.

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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…

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