An influx of money from an inheritance, a settlement, or exercised stock options often serves as a wakeup call.  It is a wonderful opportunity to create a plan integrating all your resources that aligns your money with your goals and values.


Contact us today to schedule your complimentary, no-obligation Get Acquainted call.


Fee-Only Investment Management

The science of capital markets brings the dimensions of investing into focus.
Through portfolio structure and trading, Dimensional Fund Advisors engineers investments for clients around the world.

No-load, low-cost mutual funds built on the science of investing.

Sound investment management begins with understanding your financial goals.  Knowing “when” and “what the money is for” plays a big role in determining appropriate investment plans for each of our clients.

We are a fee-only financial advisory firm. Our investment advice is based on what is best for you, the client.  Our investment management philosophy is centered on the belief that proper diversification and asset allocation are important components of financial success. We help you identify the proper mix of assets and then select low-cost high quality investments such as broad-index ETFs or no-load DFA mutual funds to construct your portfolio. 

Portfolios are implemented with the long-term in mind rather than ‘hot tip of the day’ trading. Minimizing the transaction costs and tax costs of investing keeps more dollars in your portfolio and helps you reach your financial goals more quickly.  In addition to asset allocation, we incorporate asset location in our investment strategy to minimize your tax obligations as much as possible.

We are pleased to offer clients mutual funds from Dimensional Fund Advisors (DFA).  DFA funds are no-load, no 12b-1 fees and low expense ratios.   We have partnered with Schwab Institutional to enable us to provide our clients with low-cost, high-quality investment management.

Contact us for more information about fee-only investment management and what it can do for you and your portfolio.

  Home  | About  | Financial Planning  | Business Owners  | Retirement  | Resources  | Blog  | Contact  
  Website Designed and Maintained by Ehrenwerks, LLC