Independent Wealth Advisory

Wealth built with clarity, not complexity

Fiduciary-first financial planning for individuals and families who value transparency, long-term thinking, and advice without conflicts of interest.

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$2.4B
Assets under advisement
18yr
Average client tenure
96%
Client retention rate
Wealth Planning Tax Strategy Estate Architecture Portfolio Management Retirement Design Risk Mitigation Philanthropic Advisory Wealth Planning Tax Strategy Estate Architecture Portfolio Management Retirement Design Risk Mitigation Philanthropic Advisory
Services

Comprehensive advisory across every dimension of wealth

Each engagement is built around your specific circumstances — not a one-size model.

Investment Management

Evidence-based portfolio construction using low-cost, tax-efficient strategies. Globally diversified with disciplined rebalancing and risk management.

Asset Allocation Tax-Loss Harvesting ESG Options

Financial Planning

Holistic planning that integrates cash flow, goals, and risk tolerance into a living strategy — updated as your life evolves.

Goal Mapping Cash Flow Scenario Analysis

Tax & Estate Strategy

Proactive tax optimization and estate architecture that preserves wealth across generations. We coordinate with your legal and tax professionals.

Trust Design Gifting Strategy Tax Projection

Risk & Insurance

Independent analysis of insurance needs — life, disability, long-term care, liability — to close gaps and eliminate unnecessary coverage.

Coverage Audit Policy Review

Retirement Planning

Distribution strategies, Social Security optimization, healthcare cost modeling, and income sustainability analysis for a confident retirement.

Income Design Medicare Planning Roth Conversion

Philanthropic Advisory

Structured charitable giving through donor-advised funds, charitable trusts, and foundation design — aligned with your values and tax strategy.

DAF Strategy Impact Tracking
Professional office environment
Est. 2004
Credentials & Philosophy

Built on expertise, guided by integrity

We hold ourselves to the highest fiduciary standard — every recommendation is in your interest, full stop.

  • CFP® & CFA® Certified
    All lead advisors hold both Certified Financial Planner™ and Chartered Financial Analyst® designations — among the most rigorous in the industry.
  • Fee-Only Fiduciary
    We accept no commissions, referral fees, or revenue sharing. Our only compensation is the transparent fee you agree to.
  • SEC-Registered RIA
    Registered Investment Adviser under the Securities and Exchange Commission with a clean regulatory record since inception.
  • NAPFA Member
    Member of the National Association of Personal Financial Advisors — the leading association of fee-only advisors in the U.S.
  • Continuous Education
    Our team completes 80+ hours of continuing education annually — well above industry requirements — spanning tax law, behavioral finance, and estate planning.
"The best financial plan is the one you'll actually follow — built on evidence, not emotion."

— Margaret Hale, CFA®, CFP® · Managing Partner

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Let's start with a conversation

A complimentary 30-minute discovery call — no obligation, no pressure.

We'll be in touch

Thank you for reaching out. A member of our team will contact you within one business day to schedule your discovery call.