Get Started
Next Steps
To get started, contact us for a discovery meeting below. We will discuss your goals and the concerns that prompted you to reach out, as well as how we may be able to help you.
Receive recommendations. Together, we will gather your financial and investment information so we can offer a diagnostic of your current situation, our recommendations for moving forward and details on our investing approach.
Are We a Good Fit for Each Other?
You want to work with a financial advisory firm whose values and commitments match yours. We typically work with clients who:
Seek a partner who can go beyond investment management to provide comprehensive financial planning
Value a team approach that combines small-town values and a major money market center experience
Appreciate a disciplined and proprietary investment process, MarketPlus Investing®, that incorporates academic advances in portfolio design with the team’s investment experience
Seek a team that includes Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER™ (CFP®) certificants
Want regularly scheduled contacts with their advisor, plus the encouragement to reach out for help with the financial decisions that arise between meetings
