See how we can balance your life, not just your investments


Who We are

A team of professionals

Financial planners and investment managers with more than 89 years combined financial services expertise.

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What We Do

We simplify your life.

We offer an integrated wealth strategy that is custom designed for you so that you may be worry-free and enjoy the things that matter in life.

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How We Do It

We earn your trust.

We develop a long-lasting partnership with you. We develop a thorough and comprehensive financial plan and tailor ongoing services to your specific situation.

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Why We’re Different

We’re here for you.

As a fee-only fiduciary, we always have your best interests at heart. We bring our high-level professional experience to your living room.

Latest Blog Posts

Jeff was the special guest on the podcast "SL Advisors Talk..." to discuss the state of equity markets. "SL Advisors Talk..." is hosted by Simon Lack, founder of SL Advisors, LLC which manages investments in energy infrastructure including the Catalyst Energy Infrastructure Fund (MLXIX) and publishes the American Energy Independence Index which is tracked by the Pacer American Energy Independence ETF (USAI). Check out the podcast below; it runs about 20 minutes. Episode 76: SL...
Jeff appeared with Steve Wieting, Chief Investment Strategist at Citi Private Bank, and Ben Laidler, Global Markets Strategist at eToro, to discuss the state of equity markets after a historic bull run and strategies for managing risks going forward. "Deep Dive" is hosted by Jonathan Rosenzweig, the former Director of Equity Research at Citi. Check out the link below; it lasts for about an hour. Filmed on July 22nd, 2021