The Importance of Independence


We are committed to providing clients with objective guidance and appropriate solutions, and placing their best interests above our own at all times.  

The CFP®   Board's Code of Ethics and Standards of Conduct

We will provid you with a signed Fiduciary Oath.

We are self-employed, which means we work for our clients. Our goal is to help you make the right decisions for your unique circumstances.

Supported by the resources of independent broker/dealer, LPL Financial, we have access to independent research, state-of-the art technology, innovative investment tools, and exceptional support. 

We invite you to explore the LPL website to learn more about how LPL supports and supervises us.

In our practice, there are no proprietary products, sales goals, or incentives.

We can work together in a variety of ways. Through LPL Financial, we offer hourly consulting, flat-fee financial planning, and investment management (commission-based brokerage, and fee-based advisory). 


You may also find more guidance on developing a relationship with an independent advisor from the Financial Industry Regulatory Authority: