"Someone’s sitting in the shade today because someone planted a tree a long time ago."

-Warren buffett

EXPERIENCED

With over 100 years of experience in various areas of the financial industry, our professionals manage a large pool of assets for a small number of households. This allows us to provide high-level service to all our clients.

FIDUCIARY

As a fiduciary, we have a legal obligation to prioritize our clients' interests above our own in every aspect of our work. This commitment goes beyond mere compliance; it means that in all our actions and decisions, are in your best interests.

INDEPENDENT

Our independence allows us to advise you free from conflicts of interest, giving you access to some of the best research and most reputable investment platforms in the country.

FEE ONLY

We don’t sell any products nor earn commissions from our recommendations, the only way we earn more from a client is for their respective accounts to grow.

TEAM APPROACH

We take a team approach to working with clients, often collaborating with outside professionals. This allows us to bring together various areas of expertise in a cohesive manner.

TRANSPARENT

Our compensation structure is carefully determined and mutually agreed upon in writing by all parties involved. We want to emphasize that there are absolutely no under-the-table arrangements or concealed payments in any form.

A letter from our Managing Partner

When we started this journey ten years ago, our mission was clear - to provide clients with thoughtful, transparent, and personalized investment advice, always acting in your best interests as fiduciaries. Today, that mission remains at the heart of everything we do, and it's rewarding to see the positive impact we’ve had on so many financial journeys, 


We are proud of the growth and achievements our firm has accomplished, from expanding our team of talented professionals to refining our strategies and services. However, the thing we are most proud of is the lasting relationships we’ve built.


We are honored to serve you and excited about what the next ten years and beyond will bring.


Best, 

Matt Powers 

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