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General

Client Referrals and Testimonials

ReferralsSince opening our doors in 2011, we have had many, many satisfied clients.  Those clients would love to leave us a five-star recommendation and we would love to accept it and pass on their experiences.

But, we are unable, by law, to accept or publish their experiences. 

As a Registered Investment Advisor, our firm is held to higher, stricter standards than a Broker-Dealer (Merrill Lynch, Raymond James, Morgan Stanley, etc.).  This rule is in place to protect you, our client.  We value our unique ability to be impartial when giving financial advice and accept the additional regulations that go along with keeping your best interests ahead of our own. 

What we can offer:

  1. There are systems in place to check our credentials.  First and foremost, the US Securities and Exchange CommissionInvestment Advisor Public Disclosure  Here you are able to get a detailed report about our firm and/or advisors.
  2. Next, our good standing with the CFP board can be verified at: Verify an Individual’s CFP® Certification and Background
  3. And finally, the National Association of Personal Financial Advisors, or NAPFA  has the highest membership standards for professional competency, client-focused financial planning, and Fee-Only compensation.  This organization has been recommended by Clark Howard and the Wall Street Journal.   Our membership can be verified at our PROFILE page on their website.

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