Advantages of Independence

As an independent advisor I work in a fiduciary capacity in advisory relationships focusing solely on serving your needs at all times. A fiduciary is someone who manages property or money on behalf of someone else. When you become a fiduciary, the law requires you to manage the person’s assets for their benefit—and not your own.  This provides you with the confidence you seek to pursue financial independence on your terms.

  1. - We have no obligations to investment product manufacturers.
  2. - We have no cross-sell quotas or home-office directives that may lead to conflicts of interest.
  3. - We have no affiliations or ties to investment banking firms.
  4. - We spend our time developing customized strategies for the unique challenges our clients face 

Our independence is supported by LPL Financial, the nation’s largest independent broker/dealer.* The firm provides access to a comprehensive array of tools and resources for independent financial advisors, enabling them to provide objective financial guidance to their clients. LPL Financial has no proprietary products.

* As reported by Financial Planning magazine, June 1996–2022 based on total revenue.