Thank you for your interest in my firm. I offer fee-only financial planning and investment management to a limited number of people.
I serve clients as their family CFO; the client remains in charge and makes key decisions. My advice is intended to be completely objective. By the very nature of what I do and how I do it, you should expect me to not always tell you what you want to hear, but rather challenge you when necessary to align your values with your important goals.
I embrace intellectually honest assumptions in financial planning and encourage low-cost, evidence-based investing for portfolio management. I can also help you in other important meetings and coordinate your other family advisors' agendas so that they are following your agenda. My compensation is fully disclosed, with absolutely no hidden fees.
Since day one of opening this practice in June 2002, I am proud to say…
I have always been fee-only.
I have always been a fiduciary.
I have always been a real financial planner.
I did not need regulatory or market forces to impose these changes on me; I have always done it this way.
Through all this, I limit the number of my clients because time is the one resource we can't make more of. I can only serve so many families given the level of services I offer. I welcome you to learn more about my services here or better yet, just call me directly at 608-827-6755.
- Fee Only Fidcuciary
- Financial Planning
- Investment Management
- Retirement Planning
- Small Business Owners