We have been proudly serving clients as a fee-only fiduciary since our founding in 1991.

Investment Management

We start by listening. We get to know you, who you are and what is important to you. From there, we analyze and design portfolios that are specific to your needs. We are proud to offer a broad inventory of investment strategies, and often use these in tandem...

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Financial Planning

It is not possible to accurately predict the future – which is why it is so important to plan as best you can. A financial plan is both a guide and a map that should be revisited over time to assess what is working and what is not...

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Career/Life Coaching

The questions of investing and financial planning are inherent in career development as well: What's working? What's not?
What’s next? We believe that your career should be considered one of your most important...

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The Five Pillars of U.S. Economic Strength
September 4, 2019

In last month’s client letter, our president Forrest Bell, CFP® wrote about Fed Chairman Powell’s five …Read More


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The July Fed Meeting
August 2, 2019

After beginning its interest rate tightening cycle in December 2015, on July 31st the Federal Reserve voted …Read More


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What Will Make Up the Content of Your Days During Retirement?
July 15, 2019

Depending on how close you are to your planned retirement date, the above question will be either frighteningly urgent, or so far in the distance …Read More


Market Analysis

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Market Analysis – October 2019
October 9, 2019 The Stock and Bond Markets This year continues to be a rewarding one for stock and bond investors …Read More

Video

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Publication

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529 College Savings Plan Resources
November 1, 2019 529 Education Savings Plans are a meaningful topic for parents, grandparents, and anyone else who …Read More