What Does Fee-Only Mean? Why Does it Matter? 

The way you pay your advisor should be aligned with your needs. 

What does “fee-only” mean? 

Fee-only means we are only paid by you. We will never sell you any products and we have a legal fiduciary duty to act in your best interest. That's the type of alignment you deserve from your advisor!

Let's start a conversation about how we can work for you as your fee-only advisor: 

• We can act as your ongoing wealth manager; providing relevant and comprehensive planning advice along with the management of your investment portfolio on a day-to-day basis.

• We can help with your financial planning needs; meeting either for a single planning session or engaging us in a comprehensive financial planning project.