After working for years at national financial firms, we knew there was something missing from the way individuals manage their financial health. Investment accounts were managed in silos without taking the time to understand the client's full financial picture. Driven by quotas, advisors often focused more on profitability than on strategic thinking. With all this in mind, our goal is to create a better experience for you.
As CERTIFIED FINANCIAL PLANNERS™, we take a planners approach to understanding your finances and goals. We think strategically and are here to guide you through all your financial decisions.
You are the center of every decision we make. As a "fee-only" firm we are compensated only by our clients. By not receiving commissions on trades or compensation from the investments we recommend, our sole allegiance is to our clients. This ensures unbiased advice with your best interests in mind. Our success is measured by how well you achieve your investment objectives.
Because we are an independent firm, we have the luxury to invest in our relationships. We can spend the time that we need to get to know you and chart a course for your success without being pressured to move on to the next client. We believe in making the investment to get you where you need to be and to stay the course throughout the years.
Our independence as a fee-only Registered Investment Advisory firm allows us freedom to focus on you and put your needs first. We are on your side. Unlike a broker, we are not compensated by trades or mutual funds. Unlike large financial institutions, we do not have proprietary products. We have no quotas and no incentive to push particular instruments like annuities. We have no investments to sell you and no money to be made from investments. Our sole fiduciary duty is to you -- to help you achieve your financial objectives and to advise you every step of the way.
600 Mamaroneck Ave., Suite 400, Harrison, NY 10528
SEC registration does not imply approval of the SEC. The information in this website is designed to provide a general overview. It is not an offer to sell or a solicitation for an offer to buy.
Westchester Registered Investment Advisory firm located just minutes from Scarsdale, Larchmont, Mamaroneck and White Plains.
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