Broker Check

Our Pledge to You

Fiduciary Responsibility

We exercise the highest standard of care in protecting and promoting the interests of our clients. We do not sell financial products. As fiduciaries, we do not accept any referral fees, commissions or compensation from the recommendation of products.


All professional services will be rendered with the highest level of integrity.


We will provide advice that is objective and in the best interest of our client and without conflicts of interest.


We maintain the necessary knowledge and skills to provide our clients with competent advice and services.


All professional services are performed in a manner that is fair and reasonable to our clients.


We maintain and safeguard all confidential client information in accordance with applicable laws.


We ensure the accuracy and completeness of records, information, and data collected, used and managed, and will take necessary steps to correct any discrepancies.

Regulatory Compliance

We comply fully with appropriate Federal and State laws and internal regulations.

"Client First" Service

Our clients expect long term close personal relationships, confidentiality, individualized service, timely reporting and assistance with related financial concerns wherever. With the technology of the internet, fax, phone and express overnight delivery, distance is no longer an impediment to close, personalized support. We are more accessible than offices right down your street. You will like our personal attention. For instance, you will always speak to a real person. We return all phone calls within minutes and e-mails are always returned promptly. By providing premium service we strengthen our client relationships. Our service is just one of the things that set us apart from other financial advisors.

Community Service

We make a difference in the community by volunteering our time. We believe that a person's true wealth is not only the amount of money they have, but what they have done in this world to help others.