Why Us?

We are AssetBuilder. The original low-cost advisor.

Providing simple, transparent investing advice since 2007.

You may recognize our co-founder, Scott Burns, a widely known advocate of passive index investing. We proudly adhere to this investment style today with a commitment to keeping costs low and a no-pressure approach. On top of that, we deliver personalized service and guidance that our clients expect and deserve.

Our unwavering dedication to our clients' success and well-being has enabled us to thrive for almost 20 years, and we look forward to continuing to do so for many more to come.

We take the long view and invest accordingly

At AssetBuilder, we're all about investing for the long haul. Instead of constantly picking and trading investments, we tailor a self-sufficient investment strategy that grows with you as your goals evolve. We're here to help every client define their income strategies, live off their investments, and make choices that will carry them far into the future.

We proudly use DFA funds

We're proud to partner with Dimensional Fund Advisers to bring our clients some of the industry's most sought-after mutual funds and ETFs. With their academic approach to building portfolios, it's no surprise that DFA has been a top innovator in the investment world for decades. Thanks to their high-quality funds, we can offer clients a dynamic, innovative portfolio built to go the distance.

We are fiercely fiduciary

Putting client needs before our own is not only an ethical obligation but also a legal one. We proudly adhere to the fiduciary standard, meaning we don’t work for commissions, take kickbacks, or act in any other interest except yours. This fosters a more transparent dynamic between client and advisor and helps us uphold a standard crucial for the integrity of your investment and the entire industry.

We keep costs low

High costs can eat into your investment returns, making it more difficult to achieve your financial goals. This is why we remain steadfast in keeping the costs of doing business with us low. We also employ a low-cost investment strategy, helping clients maximize their returns. With this approach, we help you get the most from your investment, bringing you even closer to achieving your objectives.

A personal advisor

Your advisor works with you one-on-one to ensure they understand your unique goals on a personal level. Only after they establish a foundation of trust do they begin to offer advice tailored to your unique needs. Our hands-on support provides you with the peace of mind of working with a compassionate and knowledgeable advisor who always has your best interests at heart.

A behavioral focus

We focus less on what is outside our control and more on what is in our control—our own actions. It’s why we’ve spent almost two decades helping our clients maintain their long-term focus. By empowering them to stay the course and adhere to a well-structured long-term strategy, they remain poised to weather market volatility and achieve their financial objectives over time.

OUR PEOPLE