Pursuing a Better Investment Experience

Learn our 10-step process to design and monitor sensible investment plans for our clients.
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Co-Host of the Stacking Benjamins Podcast

We aim to make personal finance light, more approachable, interesting, and fun. Download a few episodes and see for yourself!

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Applying Science to Investing

Science has transformed every aspect of life—including investing. See how financial science has formed the foundation of Dimensional’s approach.

Our Investment Philosophy

Discover the right investment strategy for you.

Tell us a little more about your investment objectives and comfort level with risk.

 What rate of return do you need to reach your long-term financial goals?

What We Believe

We believe in building a comprehensive financial plan to help achieve your short and long-term financial goals. We focus on the personal financial planning subject areas as defined by the Certified Financial Planner Board of Standards.

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Cash Flow Analysis

How much should you be saving? What types of debt are acceptable? Can you save more?

Risk Management

How much insurance do you need? What types are appropriate? How long do you need it?

 

Investment Management

What rate of return do you need to reach your goals? How much risk are you taking?

 

Retirement Planning

Do you know exactly how much money you’ll need the day you retire to be comfortable?

 

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Tax Planning

Are you paying more than your fair share? Do you know how your financial plan will be affected by tax law changes?

 

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Estate Planning

Do you know the best way to transfer your life’s savings to the next generation or to the causes you care about?

 

Connect with an Advisor

Give us your name and email and we will have an advisor contact you.

 Who We Help

We have the process, technology, and skills to work with nearly anyone who wants the guidance of a friend and counselor in their corner.

 

Successful Families

You’ve already achieved a level of professional and financial success and you’re focused on long-term goal attainment, not short-term market fluctuations. You want a plan to guide the rest of your decision making.

 

Small Business Owners

You’re running your business dealing with the day-to-day stresses of clients, contractors, and employees. Leverage our expertise in employee benefit planning and management to fairly reward your employees and enjoy long-term benefits for you as the owner.

Senior Executives

You have thousands of stakeholders looking to you for effective decision making. You need us to handle the complexities of incentive stock options, restricted shares, and executive compensation.

Medical Professionals

You’ve spent countless hours learning your discipline – and with that came large student-loan bills. Work with us to help maximize your earnings and balance the competing needs of saving, enjoying your lifestyle, and efficiently paying down debt.