We are in our 26th 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.
Whether you're seeking a financial planner or just a second opinion, our advisers are here to help. Please complete the form below and one of our advisors will contact you to schedule a virtual consultation.
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