At a time in your life full of questions, we answer only to you.
As a fee-only firm, we completely reject the opportunity to earn commissions or to sell any outside products to our clients. It is our view that our clients expect true objectivity and professional independence.
Being a fee-only firm says a lot about how we work for our clients.
While our industry is filled with firms and professionals that market their objectivity and independence, the way clients compensate them is extremely important. We are only paid to serve our clients and that is why we get paid only by them and nobody else.
Having our firm's financial success tied to anything other than what best serves our clients' interests would compromise our integrity and erode their trust in us. Without our clients' trust, no matter the apparent successes in other aspects of our service, our firm just wouldn't be the same. Being a fee-only firm is an essential part of who we are.