About Us

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Independent Advisors

Our independence is what makes us different. We have no financial interest in any of the securities we recommend. We do not earn commissions to sell you a financial product. We are paid a fee to give you the unbiased advice you need to be a successful investor.

Our Fiduciary Standard of Care

As a Registered Investment Advisor (RIA) we are required by Federal & State law to follow a fiduciary standard of care. As a fiduciary we must, at all times, act for the sole benefit and interest of our clients. It is a relationship of loyalty, integrity, and trust. Our fiduciary duty is the highest standard of care there is and is the same standard of care required of physicians, attorneys, and CPAs. Below are 2 links from outside sources about RIA’s as well as our Code of Ethics.

Ethics                 RIA stands for you