We are a team of fee-only CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals devoted to transparency and the fiduciary standard of care. Our relationship-based, comprehensive approach to wealth management and financial planning is designed to create and conserve wealth while providing our clients with financial peace of mind and an increased quality of life.
Our clients are tech professionals and small business owners. Many have a large percentage of their net worth concentrated in just a few positions (usually equity in their current or former companies/employers). They’re typically juggling family with demanding careers, and their financial picture is becoming increasingly complex. They work with us because they realize that they don’t have the energy or expertise to manage their finances on their own. And the time and peace of mind that can be saved by hiring professionals is becoming increasingly priceless.