All financial advisors claim to offer wealth management, but that’s mostly lip service. Generally, advisors focus on your investments—the service that is most lucrative for them—and add a basic financial plan. True wealth management is concerned with your entire financial life, from retirement and college planning to tax mitigation to philanthropy and estate planning. As an independent, fee-only advisor, we look at your entire financial picture. We’re concerned about what our clients need, not how we can maximize our profit. None of our industry counterparts surpass the extensive depth and breadth of our services. Call us to meet a financial advisor who is committed to getting to know you and leveraging financial planning expertise for you.