"The mark of a true professional is that, in the moment when his interests diverge from those of the client, the professional solely pursues the interests of his client."
—Steven G. Blum

Our firm adheres to a distinct concept of professionalism and integrity: in exchange for receiving our fee, everything that we do is purely for the well being of our clients. We are not trying to earn commissions, increase sales, or impress a boss to get a promotion or bonus. Our only objective is to help our clients reach their goals. You expect this from your doctor; you should insist on it from the other professionals who serve you.

It is important to understand how our approach differs from that of most brokers, planners, and financial consultants. For example, if a stockbroker recommends a particular investment, it's hard to know if he really believes that it's the best investment for you. Maybe the brokerage company has a large inventory of that stock and needs to sell some off. Every time the broker sells your stock and buys something else, a commission is generated. It's good for him, but is it good for you? Although most brokers are decent and honest, they periodically face conflicts of interest that pit your interests against those of their firms. It is unavoidable that the clients' best interests will sometimes be overlooked.

In founding our practice, we searched for a way to receive reasonable compensation for selling our expertise without creating the potential for conflicts of interest. We decided that we would charge only reasonable and fair fees and never charge commissions or sell products.

The advantages of paying a flat fee for such advice are significant. We have no products to sell, no quotas to meet, and no interests to place ahead of our clients'. This is simply not true for most brokers, planners, and financial advisers. When we make recommendations, you can rest assured that we mean what we say. Our only interest is in helping our clients pursue their financial goals by doing our job to the very best of our ability.