In order to provide the highest level of advice and service, we service clients as a TEAM instead of as individual advisors. This helps us be objective and understand you better.
As a minimum, our advisors must achieve and maintain the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, and then pursue higher levels of education and certifications.
Fewer than twenty percent of all financial advisors ever achieve the CFP credential, and far fewer progress beyond it. For us, it is the minimum level of advisor competence we will hire.