I provide advice to assist clients to make good investment and financial decisions. I help clients in three important ways:
Fee-only advisors have a policy of no sales commissions. This allows us to choose the investments which have the best chance of helping you meet your investment goals independent of how we are compensated. The leading fee-only organization is NAPFA, the National Association of Personal Financial Advisors. As a member of NAPFA, each year I take NAPFA’s fiduciary oath to place my clients’ financial interests ahead of my own.