We seek to provide clients with a positive investment experience through the alignment of their life and risk tolerance with an academically-based investment strategy.

Early Retirement

Retirement these days means many things to many people. The common theme, however, is to have a plan.


Planning for college is often a top priority for our clients.


An inheritance, whether expected or unexpected, sometimes carries with it thoughts and responsibilities regarding the assets that are inherited.


Divorce carries with it many issues that have financial implications, and at a time when many are strained by the emotional aspects of the event.

Growing Family

Many couples are looking for an advisor when they become parents. Many new financial issues arise when you suddenly don’t have any time to deal with them!

Loss of Spouse

The loss of a spouse can trigger many financial issues, which can be overwhelming for the survivor.