You may recognize one of our founders, Scott Burns, as the pioneer for passive index investing. We still offer this structure today, which means our clients enjoy lower fees, a no-pressure approach, and a dedicated advisor with a passion for extraordinary service.
We provide low-fee services at a high service level to individuals who may have been overlooked by traditional financial advisors. Our unique investment model allows us to lower your fees without lowering your standards.
We do not receive commissions or sales incentives. That’s because we want you to discover our unique approach at your own pace, and make the decision to work with us because it is the best fit for you, your family, and your long-term success. As a fiduciary, our only incentive is to educate you about how what we do could help you maximize your financial outcomes.
A Dedicated Advisor
We can help you lower your fees, but that doesn’t mean you need to lower your standards. Our clients enjoy access to a dedicated advisor who understands their unique situation and goals and who will remain with you on your journey throughout your investing horizon. Unlike other low-fee advisors, you’ll never speak with a faceless representative.
Get Started Now
Schedule your free 30-minute introductory phone call today to take the first step toward the future you dream about.