Although we enjoy meeting new people and bringing on new Clients, our primary focus will always be our current Clients. Our goal is to keep our Client base small enough that we’re able to maintain a flexible meeting schedule and are able to spend as much time on phone calls and in meetings with Clients as needed. This means that our ability to accept new Clients will be limited at times.
At the current time we have the capacity to bring on additional ongoing engagement Clients only. This type of relationship is best for someone that wants ongoing financial planning and investment management services and is looking to build a long-term relationship with a trusted advisor.
If you feel that an ongoing engagement is what you’re looking for, then we invite you to contact us to schedule an introductory meeting!
Confidential Questionnaire – Click to download our Confidential Questionnaire (MS Word document). Or you can open/download this document as a PDF file format. This is the form that we’ll use during our initial meeting and is designed to give us an overview of your planning goals, current financial position, etc.
Form ADV – Click to download a copy of our most recent Form ADV. This is a disclosure document with information about our firm that all Registered Investment Advisor (RIA) firms must update annually and make available to the public.
Code of Ethics – Click to download a copy of our Code of Ethics.
Fiduciary Oath – Click to download a copy of our Fiduciary Oath.