Active investment management
Retirement planning
Insurance review
Estate planning
Tax planning
Individuals, couples, & families
Employees, private contractors, & small-business owners
Retired, maintaining your wealth, & building your nest egg
Let you focus on what matters most
Prepare you for a successful future
Take the stress out of investing
Give you peace of mind
Optimize your finances
We are a fee-only, independent Registered Investment Advisor (RIA). This means we don’t earn any commissions, sell you things you don’t need, or give cookie-cutter advice. Unlike the big guys, we care about you and when you win, we win.
Because we are a Registered Investment Advisor, we are held to the fiduciary duty. By law, we must ensure that every investment recommendation we provide is in your best interest. Advising is our only responsibility, so you can rest assured that our only interest is in giving you the best guidance possible. No matter what.
We currently reside in Utah, but help clients remotely all across the country. Wherever you find yourself, we’re here to help.
We seek to provide a world-class experience, which is why we only work with high-quality partners. All our clients’ assets are held with a third-party custodian, Charles Schwab. We never ask for custody of your assets, so you can maintain peace of mind and have access to top-notch tools directly with Schwab.
Because we are a fee-only advisory firm, you can know exactly what you are paying for. No hidden costs or under-the table deductions. Unlike other practices, you can know that we are available to help you anytime at no charge. No more being charged by the hour.
We charge a fee that’s a percentage of the value of the investments we manage, which is debited directly from you account. Each situation is different, so contact us to see what it could look like for you.
