Achieve Your Financial Goals

We help you make smart financial decisions that give you the best chance of achieving your financial goals.

We act in your interests always and are not influenced by commissions or hidden agendas.

We Provide Needed Clarity

You are constantly bombarded by confusing, often misleading, messages about investment opportunities.

“Experts” make predictions about the future of the markets that are contradicted by other so-called “experts.”

“Financial Advisors” may be product salespeople, who provide very little in the way of actual (useful) advice.

Objective Advice

As fee-only financial planners, we are compensated by, and work solely for, our clients.

We sell no financial products, and we receive no commissions or third-party compensation.

We clarify your goals and customize solutions that will use your money wisely and effectively.

We integrate investment consulting with tax planning, asset protection, retirement and estate planning.

We combine expert financial planning with experienced investment management.

Our investment approach is based on the best academic research and decades of experience.

Our well-diversified portfolios use low-cost mutual funds from Dimensional Fund Advisors.

A typical portfolio has a low annual expense ratio of just 0.35% -- versus the 1-2% for funds sold by brokers.

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Getting Started

For objective, conflict-free assistance with planning your financial future, call (800) 840-0718.