Our Qualifications

Financial planning and wealth management is a dynamic profession.  Many so called 'financial advisors' are trained to sell financial products.  They receive very little in the way of academic training in securities analysis, portfolio management, statistical analytics.  They often have little understanding of risk management, tax & estate planning, or retirement income planning needs. We do not believe the client is adequately served by this model so instead of spending a large portion of our resources on marketing and advertising we invest in deepening our technical knowledge to better serve our clients.  Put simply, we believe we add value for our clients through rigorous academic training and professional credentialing that includes continuing education requirements.

CFP Board

CFA Institute

Accredited Investment Fiduciary