Additional menu

Flexible, Independent, Objective

We are truly independent advisors with no proprietary products or sales managers to report to. You choose how we get compensated. We can work with you by fee only (see our FAQ), commission, or any combination in between. Our partnership with an independent broker/dealer back office in conjunction with National Financial Services (Fidelity) as our custodian of choice gives us the flexibility to choose the appropriate products & services on a platform that best serves you and your goals.