Our Values

Education

We are committed to improving client education as more knowledge helps investors. After understanding your situation, it is our duty to explain the options and risks associated with each choice.

Organization

We help bring order to your financial life. We do this at both the “macro” level of investments, insurance, estate, taxes, etc., and also the “micro” level of household cash flow.

Behavioral Investment Counselor

As your behavioral coach, we ensure you follow an evidence-based investment process rather than an emotional process.

Exceptional Service

Clients deserve top-notch service and value a reliable advisor. We use an electronic calendar tool so clients can book meetings at their convenience. We return calls within 24 hours (and usually sooner than that!). David, by choice, chooses to answer his own phone so clients go straight to the source.

Technology-Focused

The financial world is changing rapidly. We strive to be on the cutting edge of financial technology and implement planning tools to deliver an inspirational client experience.