“Only slowly do we learn what we really care about and allow our outer lives to be realigned with that gravitational pull.” - David Whyte
Retirement Planning and Investment Management.
We focus on working and recently retired professionals in their 40’s to 60’s.
Fee only, no commissions, no sales, no account minimums. Fiduciary. We always act in your best interest.
Who we are
We are are a standalone company not affiliated with any banks, brokerages, or insurance companies. We are fiduciaries and bound to always act in your best interest. Learn more.
What we do
We provide ongoing retirement financial planning, advice, and investment management.
Why we are different
We proudly differentiate ourselves from typical financial advisors:
We are independent.
We are a standalone, veteran-owned company not affiliated with any banks, brokerages, or insurance companies. This allows us to offer truly comprehensive advice without restriction or pressure to make certain recommendations.
We are fiduciaries.
Unlike many advisors and financial salespeople who are affiliated with banks, brokerages or insurance companies, we're regulated solely as fiduciaries. This means we are bound always to act in your best interest.
We have clear and fair fees.
We are "fee-only," which means we don't sell products for commission and don't receive any form of compensation from anyone other than you. Furthermore, we charge only an hourly rate or a set, low, assets-under-management fee.
We work virtually.
We primarily work virtually, however, our physical presence is in Bellingham, Washington and we are more than happy to meet up somewhere to have a conversation. Regardless of how we meet, we can provide our full suite of services virtually thanks to our use of best-in-class systems and software.