We’d rather you pay for less — if less is what’s right.

First, we look at the big picture

Before we recommend anything, we build a plan that pulls your financial life into one place — so you can see where you actually stand and how the pieces connect. That way we can show you what a decision looks like before you make it. If you only need planning, that’s all you pay for.

Your money, aligned with your goals and your values

Your portfolio should reflect more than a number on a risk questionnaire — it should reflect what you’re working toward and what you care about. We manage investments through Charles Schwab at a flat fee that decreases as your portfolio grows. No commissions on your investment advisory services. No proprietary products.

Protecting your family. Protecting your income. Nothing you don’t need.

Insurance is one of those things most people know they should look at but aren’t sure where to start. We help you figure out whether your family and your income are actually protected — and if something’s missing, we help you take care of it. If nothing’s missing, we’ll tell you that too.

Insurance services are offered through Petrarch Insurance Services, LLC, a separate affiliated entity. Insurance products may involve commissions.

The retirement benefit your business has been meaning to figure out

Whether you’re starting from scratch or second-guessing a plan you already have, the options aren’t exactly straightforward. We help you evaluate the options — 401(k), SEP IRA, SIMPLE IRA — and implement the plan that matches your company’s size, budget, and goals. You don’t have to figure it out on your own.