We are in our 25th year of providing comprehensive financial guidance to university professionals. Our clients receive personalized investment advisory, financial planning, and tax and estate planning services from our firm.
Our firm was founded for the purpose of working with university faculty and staff. Since then, we have grown from a regional firm to one with clients throughout the U.S.
We are not affiliated with or compensated by any university or university vendor. Our focus is working hard and transparently, as an advocate for our clients. These two characteristics have helped us create long-term trusting client relationships.
We feel that we are educators as well – helping you understand the actions taken, and why. All of which is essential to attain peace of mind and instill trust in our firm.
It is crucial that you set retirement goals, determine what actions are needed to meet those goals, and monitor your progress. Our retirement planning tools are designed specifically for academics to help you with all three of the these steps, setting you on a path to a secure retirement. Please complete the form below and one of our advisors will contact you regarding scheduling.
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