facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Who We Work With

Always learning, always growing.

We don’t think of education as a box we checked years ago when we graduated or passed an exam. It’s the way in which we think about, approach, and do our work.

That means we like to work with people who, like us, love learning and plan to keep doing it. No one knows everything (and we’re dubious of people who think they do).

YOU WON'T LIKE US IF YOU...

Need to do everything yourself

Don’t value advice

Are purely investment based

Have unrealistic expectations

...BUT YOU'LL LOVE US IF...

You value collaboration

You trust experts to make decisions with and for you

You want to be part of a team and a group

You like the idea of this being personable, relatable, even fun

You would like to go through this process once

Check the background of this firm/advisor on FINRA’s BrokerCheck.