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We add value above our fees . . . period!
Don’t take our word for it, just look at the industry studies. Morningstar, Vanguard, Envestnet, and Russell Investments show the best financial advisors could add an average of 3.13% per year to your financial planning!
- We’re Accredited Investment Fiduciaries and never accept commissions to sell products.
- Our financial advisors have a collective 40 years of experience.
- We believe in straight talk – no “blowing smoke” here.
- We’ll help you create both a memorable—and purposeful—retirement.
1 Morningstar "Alpha, Beta, and Now... Gamma" study August 28th, 2013
2 Vanquard "Quantifying Vanguard Advisor's Alpha" study February 2019
3 Russell Investments "Value Of An Advisor" study 2022
4 Envestnet PMC "Capital Sigma: The Advisor Advantage" study February 2019
5 The average value of a financial advisor from the four studies referenced.
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