Why all the fuss?
The quality of our work, our enduring relationships built on trust, and the real results Clients enjoy are just the beginning. But quite frankly, it was important to our Founder that —
We’re built different.
How do we define next gen advisors?
Hidden fees, commissions, and narrow advice should be ancient history. So our Founder designed a firm that 21st century Clients can truly love.
Fee-only
Fiduciary
Co-invested
No hidden fees
Comprehensive
Specialty advice
Flat fee planning
No commissions
Fiercely independent
Price transparency
Price lock
shouldn’t more advisors do this?
Enduring relationships.
Strengthened by transparency.
Strengthened by a promise we’ve made.
Price Transparency
We gouge you with hidden fees. No, we are transparent with our advisory fees. What you agree to is what you’ll be charged by us. “1% is 1%,” as we say. We don’t have “additional advisory fees” of any sort.
Please note: Certain investment funds have a fee, which does not get paid to us. We can choose together to avoid those, or you can confirm you are okay with them. No surprises.
Price Lock
We keep raising our rates on you as we go. No, the fee schedule you agree to when you onboard with us is what you will keep as we work together for years and decades.
Please note: It’s possible that we raise our fees in the future, but those fee increases will not apply to those who are already Clients. What you agree to is what it’ll be. No surprises.
HOW MANY ADVISORS CAN SAY they are invested alongside their clients?
“Advisors should be willing to put their money where they invest their Client’s money, like I do.”
– Matt Oberdorfer on investing in the same holdings that Clients are invested in.
Our Founder walks the walk with you.
When markets are up, when markets are down, when there is uncertainty — our Founder is invested with you too.
we want advice aligned with your mission — not your assets.
“Our flat-fee structure means planning is done in your best interest—even if it means directing assets away from us.”
– Matt Oberdorfer on the high alignment flat fee planning can enable.
Flat fee planning just feels more aligned with your goals.
Since our financial planning fee isn’t determined by the size of your market portfolio, we aren’t incentivized to keep it all under our management. Maybe it’s time to diversify into real estate, for example.
we’re able to serve clients at a high level.
Flat fee planning just feels more aligned with your goals.
As a Financial Advisor, I have a valuable combination of qualifications as an Investment Advisor, Financial Planner, Real Estate Advisor, and Business Advisor.
As a business owner, I’m in the arena too. I’m mission-focused and know what it takes to win the hour and win the week in a steady fashion.
When not helping Clients, I enjoy sports and fitness. I also enjoy the performing arts, real estate design and development, and collecting valuables, such as art and watches.
Qualified to serve →
are your finances optimized, taxes minimized, and risk mitigated?
Next Step → Let’s chat
Schedule a free Discovery Meeting to learn more of the details about how we help you optimize finances, minimize taxes, and mitigate risk.
What’s on your mind financially?
Planning • Investing • 401(k)s • Specialty Advice