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We aspire to play a guiding role in assisting our clients in growing, preserving and using their wealth to pursue their passions and lead more fulfilling lives.

Power of Independence

 As you look across the landscape of the financial services industry, you find several firms touting their independence. But what does it mean to be truly independent? More importantly, what does it mean to you? And how do you know if you are receiving truly independent, objective advice?

To be considered independent, we as advisors must be completely free of conflicts of interest. This means having the ability to offer access to the finest products and advice available - without being driven by any considerations other than our clients’ best interests. It also means that as an independently owned and operated firm, we are free from pressure to push proprietary products of a parent company.

With this goal in mind, we made the decision in 2002 to change our affiliation to LPL Financial. LPL Financial is the largest broker/dealer in the United States for independent financial advisors*.  As an independent firm LPL Financial does not offer any proprietary investment products and does not conduct any investment banking activities. Instead, LPL Financial provides us with independent research, compliance oversight, and access to world class technology.  Click HERE to learn more about our Relationship LPL Financial.

Because we are under no pressure to promote proprietary products or to meet any kind of sales quotas, we are able to offer our clients truly unbiased advice. We are also able to recommend investment strategies specifically tailored to each client’s individual needs and their specific financial plan.

This partnership allows us to offer our clients the best of both worlds - the feel and service of a local company coupled with the objective research and financial solutions of a large, national firm.

So what does it mean to be truly independent? It means:

  • No conflicts of interest
  • No proprietary products
  • Independent, unbiased research

This is what allows us to be truly independent.

* Based on revenues as reported by Financial Planning Magazine June, 1996-2013.