How We Are Different
Independence: What This Means To You
Our goals and processes are aligned with your best interests.
- An objective viewpoint on plan design
- Investment advice and selection free from proprietary conflicts (full universe of mutual funds, indexes, and separate accounts)
- A fully transparent fee structure
- Independent investment recommendations (what works best for you)
Expertise: Specialized Designations That Benefit You
We are committed to standards of investment fiduciary excellence.
- CERTIFIED FINANCIAL PLANNER™ (CFP®) professional
Leading certification for investment advisors looking to help their clients holistically—more than just investments and insurance products
- Accredited Investment Fiduciary® (AIF®) designee
The leading designation for investment fiduciaries for both individuals and retirement plans
- Chartered Retirement Plans SpecialistSM (CRPS®)
Signifies a thorough understanding of the administration of retirement plans for businesses and their employees to help them toward successful retirement