As an independently owned and operated fee-only business, I answer only to you. Not being owned by or affiliated with any other entity, allows for an outside of the box approach to investing and preserving your wealth.
Understanding how an advisor is compensated will give you an idea as to whether or not they are working in your best interests. I am a fee only advisor. No sales commissions. No products sold.
My passion and curiosity drives me to create deeper relationships with clients, understanding more about their goals. I strive to think both creatively and differently in the sector and to impact people’s lives beyond just financial planning and strategies.
