We work with individuals and families from across the country through all phases of life. Our clients typically have investable assets of $1,000,000 +. More information on who we serve can be found here. 

Our first step in getting to know each other is a discovery phone call. We’ll use this time to learn more about you and your goals and discuss how we may be able to assist.

If we’re a good fit, from there we will have a more in-depth meeting to review your current financial position and start to build a plan. This can be held in our office or virtually.

To get started, you can give us a call (919-460-4688) or complete our Contact Us form (below) and our team will be in touch. You may also find completing our questionnaire to be helpful to organize your thoughts and to identify concerns you may not have otherwise considered.

Personal finance can be complex and met with frustration because you may be overwhelmed by all the options and opinions available. A simple search on any financial question will present a myriad of potential solutions. That said, just as you should set an appointment with a doctor for health concerns or retain an attorney for legal matters, you should also consult with an advisor when it comes to your personal finances.

We will be your financial quarterback to help coordinate your personal finances. We also have a fiduciary obligation when providing advisory services to remain objective and to align recommendations to meet each client’s goals and objectives.

Your financial situation is as unique as you are, and this requires a customized approach to alleviate your concerns and put a plan in place for your goals. Sure, you may contribute to your retirement plan, save for your child’s college education, but do you know how much you need to save or the investments that may help you reach your objectives? We will answer these questions, put a plan in place, monitor your ongoing progress, and be there for any questions along the way.

Most likely! We have clients all throughout the United States. Improvements in technology make it even easier than ever to stay connected with our clients who do not live in the area.

We are always happy to open our door to provide you with a second opinion on your portfolio and financial plan. We may find that you already have great strategies in place and provide confirmation that you are on the right track. If we identify any gaps that should be addressed, we’ll share insights to help you move forward and discuss how we can help. 

Most of our clients pay an advisory fee that is a percentage of the accounts under our management. Advisory fees range depending on account values. Based on complexity and investable assets, a flat planning fee may apply. 

^{In a fee-based account clients pay a quarterly fee, based on the level of assets in the account, for the service of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the cost of a fee-based account. Clients should periodically re-evaluate whether the use if an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm's Form ADV Part II as well as the client agreement.}

We partner with Raymond James to custody and oversee client accounts. They provide compliance guidance and regulatory oversight to protect your interests in conjunction with our fiduciary responsibilities when providing advisory services.