Broker Check (FINRA)   LINK

Our registration with state authorities as an investment advisor firm, in particular our ADV (Advisor Brochure) which is required of all registered investment advisor firms.

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Our NAPFA profile

NAPFA (National Association of Personal Financial Advisors) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve. 

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Our CFP® profile

CFP® professionals have met rigorous qualifications for financial planning. Only those who have fulfilled CFP Board’s rigorous requirements can call themselves a CFP® professional.

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